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 | $3,485,497 | $57,016+6013.2% | $84,966+4002.2% | $80,856+4210.7% |
| Participation rate | 98.5% | 56.3%+42.2pp | 67.5%+31.0pp | 67.6%+30.9pp |
| Annual return | 22.25% | 21.66%+0.6pp | 66.38%-44.1pp | 35.59%-13.3pp |
| Employer contribution / active EE | $29,146 | $1,798+1521.3% | $2,727+968.7% | $2,755+958.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $25,998 | $4,980+422.0% | $6,149+322.8% | $6,918+275.8% |