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 | $172,111+1376.2% | $150,298+1590.4% | $137,256+1751.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.15% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $26,783 | $4,636+477.7% | $4,154+544.7% | $4,156+544.4% |
| Participant deferral / active EE | $21,375 | $6,166+246.7% | $5,453+292.0% | $6,407+233.6% |
| Admin fee / account holder | $11,047 | $16,471-32.9% | $14,116-21.7% | $12,270-10.0% |