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 | $262,179 | $73,867+254.9% | $143,757+82.4% | $68,494+282.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 2.12% | 1.01%+1.1pp | -0.04%+2.2pp | -7.84%+10.0pp |
| Employer contribution / active EE | $4,388 | $3,184+37.8% | $4,951-11.4% | $2,596+69.0% |
| Participant deferral / active EE | $1,527 | $3,384-54.9% | $5,637-72.9% | $4,027-62.1% |
| Admin fee / account holder | $4,807 | $5,755-16.5% | $14,673-67.2% | $5,403-11.0% |