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 | $1,682,845 | $85,766+1862.1% | $136,294+1134.7% | $70,131+2299.6% |
| Participation rate | 88.6% | 74.2%+14.5pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 20.40% | 31.45%-11.1pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $42,216 | $2,966+1323.3% | $4,695+799.1% | $2,342+1702.2% |
| Participant deferral / active EE | $23,411 | $5,051+363.5% | $6,247+274.8% | $3,332+602.7% |
| Admin fee / account holder | $20,672 | $5,420+281.4% | $9,243+123.6% | $4,645+345.0% |