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 | $981,320 | $288,797+239.8% | $239,577+309.6% | $382,429+156.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.41% | -3.30%+17.7pp | -0.70%+15.1pp | 248.85%-234.4pp |
| Employer contribution / active EE | $22,222 | $8,558+159.7% | $7,232+207.3% | $8,036+176.5% |
| Participant deferral / active EE | $20,546 | $6,420+220.0% | $5,676+262.0% | $5,727+258.7% |
| Admin fee / account holder | $10,770 | $18,649-42.2% | $19,315-44.2% | $30,732-65.0% |