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 9-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 | $1,661,424 | $110,094+1409.1% | $151,611+995.8% | $68,494+2325.6% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | 17.37% | -10.12%+27.5pp | 3.33%+14.0pp | -7.84%+25.2pp |
| Employer contribution / active EE | $24,441 | $4,471+446.7% | $6,166+296.4% | $2,596+841.4% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16,443 | $7,719+113.0% | $11,616+41.6% | $5,403+204.3% |