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 | $1,732,576 | $49,915+3371.0% | $154,803+1019.2% | $74,304+2231.7% |
| Participation rate | 94.3% | 54.0%+40.4pp | 78.1%+16.3pp | 60.3%+34.0pp |
| Annual return | 17.20% | 34.06%-16.9pp | 58.88%-41.7pp | 29.43%-12.2pp |
| Employer contribution / active EE | $41,243 | $1,611+2459.6% | $4,305+857.9% | $2,241+1740.2% |
| Participant deferral / active EE | $25,203 | $2,255+1017.8% | $5,540+354.9% | $3,767+569.0% |
| Admin fee / account holder | $34,507 | $2,189+1476.4% | $14,329+140.8% | $2,969+1062.3% |