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 | $2,486,374 | $183,519+1254.8% | $155,509+1498.9% | $145,922+1603.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.17% | 61.17%-36.0pp | 64.67%-39.5pp | 561.29%-536.1pp |
| Employer contribution / active EE | $3,000 | $5,313-43.5% | $4,672-35.8% | $4,660-35.6% |
| Participant deferral / active EE | $8,864 | $6,462+37.2% | $5,626+57.5% | $6,688+32.5% |
| Admin fee / account holder | $2,288 | $19,313-88.2% | $15,912-85.6% | $13,397-82.9% |