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 | $829,399 | $167,484+395.2% | $151,611+447.1% | $134,475+516.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.28% | 7.80%-7.5pp | 3.33%-3.0pp | 417.96%-417.7pp |
| Employer contribution / active EE | $41,408 | $6,829+506.3% | $6,166+571.6% | $4,740+773.7% |
| Participant deferral / active EE | $20,954 | $8,986+133.2% | $8,363+150.5% | $6,400+227.4% |
| Admin fee / account holder | $1,370 | $13,783-90.1% | $11,616-88.2% | $11,426-88.0% |