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 | $1,998,616 | $114,381+1647.3% | $107,525+1758.7% | $142,382+1303.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.99% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $20,411 | $4,015+408.4% | $3,754+443.8% | $4,299+374.8% |
| Participant deferral / active EE | $16,438 | $5,564+195.4% | $5,116+221.3% | $6,507+152.6% |
| Admin fee / account holder | $15,347 | $9,860+55.6% | $8,919+72.1% | $12,624+21.6% |