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 | $333,200 | $72,177+361.6% | $115,037+189.6% | $59,632+458.8% |
| Participation rate | 93.7% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+25.0pp |
| Annual return | 0.74% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $7,007 | $2,841+146.6% | $4,608+52.1% | $2,203+218.1% |
| Participant deferral / active EE | $8,025 | $4,783+67.8% | $6,026+33.2% | $3,192+151.4% |
| Admin fee / account holder | $54,176 | $4,927+999.6% | $8,175+562.7% | $4,297+1160.8% |