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 | $789,201 | $92,222+755.8% | $76,768+928.0% | $135,375+483.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.13% | 5.46%-5.3pp | 2.43%-2.3pp | 519.73%-519.6pp |
| Employer contribution / active EE | $12,372 | $3,216+284.7% | $2,485+397.8% | $4,779+158.9% |
| Participant deferral / active EE | $7,175 | $4,509+59.1% | $3,852+86.3% | $5,609+27.9% |
| Admin fee / account holder | $302 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |