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 5-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 | $1,096,628 | $167,484+554.8% | $151,611+623.3% | $134,475+715.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.34% | 7.80%-7.5pp | 3.33%-3.0pp | 417.96%-417.6pp |
| Employer contribution / active EE | $13,625 | $6,829+99.5% | $6,166+121.0% | $4,740+187.5% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $43,572 | $13,783+216.1% | $11,616+275.1% | $11,426+281.3% |