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 | $1,994,692 | $95,561+1987.4% | $77,163+2485.1% | $139,434+1330.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.72% | 54.92%-39.2pp | 37.87%-22.2pp | 372.94%-357.2pp |
| Employer contribution / active EE | $34,628 | $3,147+1000.2% | $2,535+1266.1% | $4,751+628.9% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $67,033 | $8,295+708.1% | $5,472+1125.0% | $11,403+487.9% |