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 | $2,468,519 | $167,307+1375.4% | $143,757+1617.1% | $134,475+1735.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.63% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $13,971 | $5,619+148.6% | $4,951+182.2% | $4,740+194.8% |
| Participant deferral / active EE | $3,250 | $6,446-49.6% | $5,637-42.3% | $6,400-49.2% |
| Admin fee / account holder | $961 | $18,088-94.7% | $14,673-93.5% | $11,426-91.6% |