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 | $8,259,397 | $167,307+4836.7% | $143,757+5645.4% | $134,475+6042.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.41% | 0.46%+5.0pp | -0.04%+5.5pp | 417.96%-412.5pp |
| Employer contribution / active EE | $41,500 | $5,619+638.5% | $4,951+738.2% | $4,740+775.6% |
| Participant deferral / active EE | $26,000 | $6,446+303.4% | $5,637+361.2% | $6,400+306.3% |
| Admin fee / account holder | $363,532 | $18,088+1909.8% | $14,673+2377.6% | $11,426+3081.6% |