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 | $627,043 | $167,307+274.8% | $143,757+336.2% | $134,475+366.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.54% | 0.46%+0.1pp | -0.04%+0.6pp | 417.96%-417.4pp |
| Employer contribution / active EE | $5,160 | $5,619-8.2% | $4,951+4.2% | $4,740+8.9% |
| Participant deferral / active EE | $25,500 | $6,446+295.6% | $5,637+352.4% | $6,400+298.5% |
| Admin fee / account holder | $24,042 | $18,088+32.9% | $14,673+63.9% | $11,426+110.4% |