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 | $2,540,650 | $177,572+1330.8% | $154,803+1541.2% | $142,382+1684.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $26,783 | $4,810+456.8% | $4,305+522.1% | $4,299+523.0% |
| Participant deferral / active EE | $21,375 | $6,272+240.8% | $5,540+285.8% | $6,507+228.5% |
| Admin fee / account holder | $11,047 | $16,786-34.2% | $14,329-22.9% | $12,624-12.5% |