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 | $860,669 | $73,867+1065.2% | $143,757+498.7% | $68,494+1156.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 5.27% | 1.01%+4.3pp | -0.04%+5.3pp | -7.84%+13.1pp |
| Employer contribution / active EE | $3,636 | $3,184+14.2% | $4,951-26.6% | $2,596+40.1% |
| Participant deferral / active EE | $3,007 | $3,384-11.1% | $5,637-46.7% | $4,027-25.3% |
| Admin fee / account holder | $43,554 | $5,755+656.9% | $14,673+196.8% | $5,403+706.1% |