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 5-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 | $1,606,688 | $108,919+1375.1% | $100,391+1500.4% | $145,922+1001.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.82% | 57.88%-45.1pp | 49.20%-36.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $46,000 | $4,419+940.9% | $3,942+1067.0% | $4,660+887.2% |
| Participant deferral / active EE | $30,500 | $8,445+261.2% | $8,082+277.4% | $6,688+356.1% |
| Admin fee / account holder | $397 | $9,689-95.9% | $7,899-95.0% | $13,397-97.0% |