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 | $1,979,898 | $546,767+262.1% | $455,660+334.5% | $546,767+262.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 88.2%+11.8pp | 83.5%+16.5pp |
| Annual return | 43.45% | 10.35%+33.1pp | 18.72%+24.7pp | 10.35%+33.1pp |
| Employer contribution / active EE | $34,500 | $24,752+39.4% | $10,947+215.2% | $24,752+39.4% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $1,211-100.0% | $3,964-100.0% |
| Admin fee / account holder | $21,118 | $48,677-56.6% | $4,920+329.2% | $48,677-56.6% |