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 | $1,548,858 | $167,307+825.8% | $143,757+977.4% | $134,475+1051.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 10.14% | 0.46%+9.7pp | -0.04%+10.2pp | 417.96%-407.8pp |
| Employer contribution / active EE | $22,250 | $5,619+296.0% | $4,951+349.4% | $4,740+369.4% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,637+139.5% | $6,400+110.9% |
| Admin fee / account holder | $11,070 | $18,088-38.8% | $14,673-24.6% | $11,426-3.1% |