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 | $2,113,104 | $70,756+2886.5% | $65,493+3126.4% | $142,382+1384.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.64% | 1754.89%-1740.2pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $36,750 | $2,881+1175.8% | $2,574+1327.6% | $4,299+754.8% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $10,868 | $6,559+65.7% | $5,028+116.1% | $12,624-13.9% |