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 | $497,805 | $99,032+402.7% | $80,019+522.1% | $135,375+267.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.99% | 15.39%-14.4pp | 11.22%-10.2pp | 519.73%-518.7pp |
| Employer contribution / active EE | $2,382 | $3,043-21.7% | $2,468-3.5% | $4,779-50.2% |
| Participant deferral / active EE | $2,585 | $4,282-39.6% | $3,686-29.9% | $5,609-53.9% |
| Admin fee / account holder | $1,308 | $10,436-87.5% | $6,521-79.9% | $10,827-87.9% |