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 | $468,188 | $95,193+391.8% | $76,523+511.8% | $135,375+245.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 5.55% | 4.85%+0.7pp | -0.27%+5.8pp | 519.73%-514.2pp |
| Employer contribution / active EE | $10,793 | $3,302+226.8% | $2,647+307.7% | $4,779+125.8% |
| Participant deferral / active EE | $9,250 | $4,639+99.4% | $3,835+141.2% | $5,609+64.9% |
| Admin fee / account holder | $3,206 | $6,249-48.7% | $4,848-33.9% | $10,827-70.4% |