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 9-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 | $5,501,907 | $498,888+1002.8% | $1,550,518+254.8% | $498,888+1002.8% |
| Participation rate | 100.0% | 90.2%+9.8pp | 71.4%+28.6pp | 90.2%+9.8pp |
| Annual return | 17.93% | 8.46%+9.5pp | 10.82%+7.1pp | 8.46%+9.5pp |
| Employer contribution / active EE | $120,000 | $28,233+325.0% | $39,184+206.2% | $28,233+325.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $13,544-100.0% | $11,296-100.0% |
| Admin fee / account holder | $57,852 | $67,015-13.7% | $32,268+79.3% | $67,015-13.7% |