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 8-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 | $572,851 | $167,307+242.4% | $143,757+298.5% | $134,475+326.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.20% | 0.46%+5.7pp | -0.04%+6.2pp | 417.96%-411.8pp |
| Employer contribution / active EE | $5,728 | $5,619+1.9% | $4,951+15.7% | $4,740+20.9% |
| Participant deferral / active EE | $4,804 | $6,446-25.5% | $5,637-14.8% | $6,400-24.9% |
| Admin fee / account holder | $33,366 | $18,088+84.5% | $14,673+127.4% | $11,426+192.0% |