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 | $1,166,691 | $167,307+597.3% | $143,757+711.6% | $134,475+767.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.04% | 0.46%-0.4pp | -0.04%+0.1pp | 417.96%-417.9pp |
| Employer contribution / active EE | $13,298 | $5,619+136.7% | $4,951+168.6% | $4,740+180.6% |
| Participant deferral / active EE | $7,360 | $6,446+14.2% | $5,637+30.6% | $6,400+15.0% |
| Admin fee / account holder | $10,082 | $18,088-44.3% | $14,673-31.3% | $11,426-11.8% |