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 | $378,088 | $99,032+281.8% | $80,019+372.5% | $135,375+179.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 8.37% | 15.39%-7.0pp | 11.22%-2.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $2,635 | $3,043-13.4% | $2,468+6.8% | $4,779-44.9% |
| Participant deferral / active EE | $4,352 | $4,282+1.6% | $3,686+18.1% | $5,609-22.4% |
| Admin fee / account holder | $1,102 | $10,436-89.4% | $6,521-83.1% | $10,827-89.8% |