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 | $1,051,509 | $110,094+855.1% | $151,611+593.6% | $68,494+1435.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 3.81% | -10.12%+13.9pp | 3.33%+0.5pp | -7.84%+11.6pp |
| Employer contribution / active EE | $32,051 | $4,471+616.9% | $6,166+419.8% | $2,596+1134.5% |
| Participant deferral / active EE | $15,813 | $6,527+142.3% | $8,363+89.1% | $4,027+292.6% |
| Admin fee / account holder | $37,242 | $7,719+382.5% | $11,616+220.6% | $5,403+589.3% |