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 | $911,701 | $167,307+444.9% | $143,757+534.2% | $134,475+578.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.19% | 0.46%+0.7pp | -0.04%+1.2pp | 417.96%-416.8pp |
| Employer contribution / active EE | $10,537 | $5,619+87.5% | $4,951+112.8% | $4,740+122.3% |
| Participant deferral / active EE | $2,274 | $6,446-64.7% | $5,637-59.7% | $6,400-64.5% |
| Admin fee / account holder | $1,076 | $18,088-94.0% | $14,673-92.7% | $11,426-90.6% |