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 | $2,716,276 | $167,484+1521.8% | $151,611+1691.6% | $134,475+1919.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.98% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $15,618 | $6,829+128.7% | $6,166+153.3% | $4,740+229.5% |
| Participant deferral / active EE | $4,850 | $8,986-46.0% | $8,363-42.0% | $6,400-24.2% |
| Admin fee / account holder | $221,569 | $13,783+1507.6% | $11,616+1807.5% | $11,426+1839.2% |