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 | $297,529+229.8% | $246,525+298.1% | $357,791+174.3% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 14.41% | -2.25%+16.7pp | 0.46%+13.9pp | 396.79%-382.4pp |
| Employer contribution / active EE | $22,222 | $8,709+155.2% | $7,467+197.6% | $7,508+196.0% |
| Participant deferral / active EE | $20,546 | $6,076+238.2% | $5,422+278.9% | $5,521+272.2% |
| Admin fee / account holder | $10,770 | $16,212-33.6% | $16,551-34.9% | $28,387-62.1% |