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 | $2,382,000 | $158,398+1403.8% | $126,539+1782.4% | $142,382+1573.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.65% | 593.76%-583.1pp | 425.95%-415.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $38,683 | $4,650+731.9% | $3,674+952.9% | $4,299+799.8% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $14,522 | $6,918+109.9% | $6,065+139.4% | $12,624+15.0% |