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 | $806,224 | $73,867+991.5% | $143,757+460.8% | $68,494+1077.1% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | 0.06% | 1.01%-0.9pp | -0.04%+0.1pp | -7.84%+7.9pp |
| Employer contribution / active EE | $39,495 | $3,184+1140.4% | $4,951+697.7% | $2,596+1421.2% |
| Participant deferral / active EE | $21,907 | $3,384+547.3% | $5,637+288.6% | $4,027+444.0% |
| Admin fee / account holder | $104,676 | $5,755+1719.0% | $14,673+613.4% | $5,403+1837.5% |