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 | $2,359,671 | $167,307+1310.4% | $143,757+1541.4% | $134,475+1654.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.52% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $13,125 | $5,619+133.6% | $4,951+165.1% | $4,740+176.9% |
| Participant deferral / active EE | $25,375 | $6,446+293.7% | $5,637+350.1% | $6,400+296.5% |
| Admin fee / account holder | $2,548,607 | $18,088+13989.9% | $14,673+17269.5% | $11,426+22205.5% |