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 9-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 | $1,683,732 | $167,307+906.4% | $143,757+1071.2% | $134,475+1152.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.23% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $54,501 | $5,619+869.9% | $4,951+1000.8% | $4,740+1049.9% |
| Participant deferral / active EE | $5,850 | $6,446-9.2% | $5,637+3.8% | $6,400-8.6% |
| Admin fee / account holder | $24,617 | $18,088+36.1% | $14,673+67.8% | $11,426+115.4% |