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 | $1,418,975 | $167,307+748.1% | $143,757+887.1% | $134,475+955.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.17% | 0.46%-5.6pp | -0.04%-5.1pp | 417.96%-423.1pp |
| Employer contribution / active EE | $45,133 | $5,619+703.2% | $4,951+811.6% | $4,740+852.2% |
| Participant deferral / active EE | $30,500 | $6,446+373.2% | $5,637+441.1% | $6,400+376.6% |
| Admin fee / account holder | $3,998 | $18,088-77.9% | $14,673-72.7% | $11,426-65.0% |