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 | $4,432,182 | $226,064+1860.6% | $182,532+2328.2% | $152,861+2799.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.03% | 192.51%-167.5pp | 148.54%-123.5pp | 345.32%-320.3pp |
| Employer contribution / active EE | $642 | $4,978-87.1% | $4,076-84.3% | $4,762-86.5% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15,783 | $10,703+47.5% | $8,592+83.7% | $11,596+36.1% |