See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $671,780 | $140,588+377.8% | $123,104+445.7% | $125,391+435.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.02% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $27,199 | $6,041+350.2% | $5,151+428.0% | $4,866+459.0% |
| Participant deferral / active EE | $16,000 | $6,980+129.2% | $6,230+156.8% | $5,352+199.0% |
| Admin fee / account holder | $41,023 | $11,198+266.4% | $9,015+355.1% | $9,540+330.0% |