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 | $1,370,137 | $167,307+718.9% | $143,757+853.1% | $134,475+918.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.59% | 0.46%+8.1pp | -0.04%+8.6pp | 417.96%-409.4pp |
| Employer contribution / active EE | $5,703 | $5,619+1.5% | $4,951+15.2% | $4,740+20.3% |
| Participant deferral / active EE | $15,400 | $6,446+138.9% | $5,637+173.2% | $6,400+140.6% |
| Admin fee / account holder | $51,550 | $18,088+185.0% | $14,673+251.3% | $11,426+351.2% |