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 | $3,855,933 | $167,484+2202.3% | $151,611+2443.3% | $134,475+2767.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 13.54% | 7.80%+5.7pp | 3.33%+10.2pp | 417.96%-404.4pp |
| Employer contribution / active EE | $16,440 | $6,829+140.7% | $6,166+166.6% | $4,740+246.9% |
| Participant deferral / active EE | $17,833 | $8,986+98.5% | $8,363+113.2% | $6,400+178.7% |
| Admin fee / account holder | $5,587 | $13,783-59.5% | $11,616-51.9% | $11,426-51.1% |