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 | $1,144,251 | $60,892+1779.2% | $82,389+1288.8% | $84,808+1249.2% |
| Participation rate | 84.8% | 63.3%+21.5pp | 69.5%+15.2pp | 68.3%+16.5pp |
| Annual return | 16.26% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $27,924 | $1,779+1469.4% | $2,517+1009.4% | $2,631+961.3% |
| Participant deferral / active EE | $17,792 | $3,179+459.7% | $4,155+328.2% | $4,212+322.4% |
| Admin fee / account holder | $200,792 | $5,467+3572.5% | $7,231+2677.0% | $7,344+2634.2% |