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 | $992,674 | $109,359+807.7% | $162,163+512.1% | $72,985+1260.1% |
| Participation rate | 89.7% | 84.3%+5.5pp | 87.6%+2.2pp | 69.5%+20.2pp |
| Annual return | 25.67% | 25.46%+0.2pp | 115.59%-89.9pp | 81.00%-55.3pp |
| Employer contribution / active EE | $47,417 | $3,907+1113.5% | $5,614+744.7% | $2,440+1843.5% |
| Participant deferral / active EE | $2,581 | $5,481-52.9% | $7,298-64.6% | $3,607-28.5% |
| Admin fee / account holder | $34,423 | $7,972+331.8% | $10,843+217.5% | $5,124+571.8% |