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 | $840,630 | $109,359+668.7% | $162,163+418.4% | $72,985+1051.8% |
| Participation rate | 84.4% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.9pp |
| Annual return | 22.70% | 25.46%-2.8pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $52,108 | $3,907+1233.6% | $5,614+828.2% | $2,440+2035.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $17,741 | $7,972+122.6% | $10,843+63.6% | $5,124+246.2% |