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 | $385,092 | $149,333+157.9% | $106,387+262.0% | $135,375+184.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 4.42% | 0.52%+3.9pp | 0.25%+4.2pp | 519.73%-515.3pp |
| Employer contribution / active EE | $9,932 | $4,984+99.3% | $3,520+182.2% | $4,779+107.8% |
| Participant deferral / active EE | $17,658 | $7,230+144.2% | $5,421+225.7% | $5,609+214.8% |
| Admin fee / account holder | $11,152 | $15,952-30.1% | $7,510+48.5% | $10,827+3.0% |