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 | $363,043 | $73,867+391.5% | $143,757+152.5% | $68,494+430.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 4.16% | 1.01%+3.2pp | -0.04%+4.2pp | -7.84%+12.0pp |
| Employer contribution / active EE | $8,367 | $3,184+162.8% | $4,951+69.0% | $2,596+222.3% |
| Participant deferral / active EE | $5,320 | $3,384+57.2% | $5,637-5.6% | $4,027+32.1% |
| Admin fee / account holder | $20,306 | $5,755+252.9% | $14,673+38.4% | $5,403+275.9% |