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 | $270,090 | $72,177+274.2% | $115,037+134.8% | $59,632+352.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.49% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $10,798 | $2,841+280.1% | $4,608+134.3% | $2,203+390.3% |
| Participant deferral / active EE | $3,876 | $4,783-19.0% | $6,026-35.7% | $3,192+21.4% |
| Admin fee / account holder | $11,843 | $4,927+140.4% | $8,175+44.9% | $4,297+175.6% |