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 | $2,208,987 | $167,307+1220.3% | $143,757+1436.6% | $134,475+1542.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.66% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $30,750 | $5,619+447.2% | $4,951+521.1% | $4,740+548.8% |
| Participant deferral / active EE | $23,750 | $6,446+268.5% | $5,637+321.3% | $6,400+271.1% |
| Admin fee / account holder | $103,486 | $18,088+472.1% | $14,673+605.3% | $11,426+805.7% |