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 | $2,516,857 | $167,484+1402.7% | $151,611+1560.1% | $134,475+1771.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.96% | 7.80%-16.8pp | 3.33%-12.3pp | 417.96%-426.9pp |
| Employer contribution / active EE | $16,407 | $6,829+140.2% | $6,166+166.1% | $4,740+246.2% |
| Participant deferral / active EE | $9,800 | $8,986+9.1% | $8,363+17.2% | $6,400+53.1% |
| Admin fee / account holder | $12,280 | $13,783-10.9% | $11,616+5.7% | $11,426+7.5% |