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 | $390,980 | $369,484+5.8% | $303,047+29.0% | $357,791+9.3% |
| Participation rate | 92.9% | 90.0%+2.9pp | 87.1%+5.8pp | 85.6%+7.3pp |
| Annual return | 10.21% | 0.42%+9.8pp | 2.47%+7.7pp | 396.79%-386.6pp |
| Employer contribution / active EE | $34,571 | $9,025+283.1% | $7,418+366.1% | $7,508+360.5% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $18,309 | $49,137-62.7% | $39,333-53.5% | $28,387-35.5% |