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 7-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 | $1,356,149 | $525,611+158.0% | $404,842+235.0% | $525,611+158.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 98.3%+1.7pp | 87.0%+13.0pp |
| Annual return | 37.53% | 8.71%+28.8pp | 24.27%+13.3pp | 8.71%+28.8pp |
| Employer contribution / active EE | $33,000 | $21,932+50.5% | $16,592+98.9% | $21,932+50.5% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $2,026-100.0% | $5,987-100.0% |
| Admin fee / account holder | $15,137 | $41,812-63.8% | $5,362+182.3% | $41,812-63.8% |