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 | $952,066 | $107,791+783.3% | $90,645+950.3% | $135,375+603.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 6.15% | -0.90%+7.1pp | 1.88%+4.3pp | 519.73%-513.6pp |
| Employer contribution / active EE | $23,170 | $3,018+667.7% | $2,532+815.2% | $4,779+384.9% |
| Participant deferral / active EE | $14,750 | $3,872+280.9% | $3,425+330.7% | $5,609+163.0% |
| Admin fee / account holder | $9,957 | $5,930+67.9% | $4,994+99.4% | $10,827-8.0% |