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 5-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 | $1,463,226 | $106,584+1272.8% | $101,326+1344.1% | $142,382+927.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 16.34% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $34,170 | $3,956+763.8% | $3,665+832.3% | $4,299+694.8% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $32,979 | $11,446+188.1% | $11,185+194.8% | $12,624+161.2% |