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 | $965,344 | $375,661+157.0% | $312,151+209.3% | $382,429+152.4% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 13.90% | 0.11%+13.8pp | 1.82%+12.1pp | 248.85%-235.0pp |
| Employer contribution / active EE | $11,089 | $9,697+14.4% | $8,031+38.1% | $8,036+38.0% |
| Participant deferral / active EE | $11,586 | $5,737+102.0% | $5,370+115.8% | $5,727+102.3% |
| Admin fee / account holder | $22,481 | $64,308-65.0% | $51,799-56.6% | $30,732-26.8% |