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 | $2,411,937 | $106,584+2163.0% | $101,326+2280.4% | $142,382+1594.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 12.67% | 36.93%-24.3pp | 36.82%-24.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $34,875 | $3,956+781.6% | $3,665+851.5% | $4,299+711.2% |
| Participant deferral / active EE | $15,500 | $8,297+86.8% | $7,994+93.9% | $6,507+138.2% |
| Admin fee / account holder | $2,403 | $11,446-79.0% | $11,185-78.5% | $12,624-81.0% |