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 | $252,443 | $158,817+59.0% | $121,196+108.3% | $135,375+86.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.33% | -0.64%+1.0pp | 16.93%-16.6pp | 519.73%-519.4pp |
| Employer contribution / active EE | $9,463 | $5,665+67.0% | $4,022+135.3% | $4,779+98.0% |
| Participant deferral / active EE | $21,500 | $4,005+436.8% | $3,344+542.8% | $5,609+283.3% |
| Admin fee / account holder | $1,312 | $6,512-79.8% | $5,019-73.9% | $10,827-87.9% |