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 | $259,536 | $72,404+258.5% | $110,238+135.4% | $64,186+304.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.26% | -6.29%+16.5pp | 314.74%-304.5pp | 7.63%+2.6pp |
| Employer contribution / active EE | $3,172 | $2,282+39.0% | $3,826-17.1% | $2,381+33.2% |
| Participant deferral / active EE | $5,184 | $3,469+49.4% | $4,672+11.0% | $3,470+49.4% |
| Admin fee / account holder | $14,209 | $5,664+150.9% | $8,547+66.2% | $4,888+190.7% |