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 | $1,433,400 | $106,584+1244.9% | $101,326+1314.6% | $142,382+906.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.11% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $53,017 | $3,956+1240.2% | $3,665+1346.5% | $4,299+1133.2% |
| Participant deferral / active EE | $7,833 | $8,297-5.6% | $7,994-2.0% | $6,507+20.4% |
| Admin fee / account holder | $2,784 | $11,446-75.7% | $11,185-75.1% | $12,624-77.9% |