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 | $2,230,198 | $142,344+1466.8% | $119,609+1764.6% | $134,475+1558.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 2.47% | -12.44%+14.9pp | -14.97%+17.4pp | 417.96%-415.5pp |
| Employer contribution / active EE | $6,667 | $5,222+27.7% | $4,232+57.5% | $4,740+40.7% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $297,042 | $13,584+2086.7% | $10,323+2777.4% | $11,426+2499.7% |