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 | $470,556 | $167,307+181.3% | $143,757+227.3% | $134,475+249.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.73% | 0.46%+4.3pp | -0.04%+4.8pp | 417.96%-413.2pp |
| Employer contribution / active EE | $5,075 | $5,619-9.7% | $4,951+2.5% | $4,740+7.1% |
| Participant deferral / active EE | $9,803 | $6,446+52.1% | $5,637+73.9% | $6,400+53.2% |
| Admin fee / account holder | $12,273 | $18,088-32.1% | $14,673-16.4% | $11,426+7.4% |