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 | $4,243,255 | $99,020+4185.3% | $86,590+4800.4% | $147,584+2775.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.47% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $248,634 | $3,132+7838.7% | $2,839+8656.8% | $4,876+4998.8% |
| Participant deferral / active EE | $219,999 | $3,972+5438.5% | $3,609+5996.5% | $5,439+3945.1% |
| Admin fee / account holder | $237,247 | $5,710+4054.7% | $4,906+4736.2% | $10,885+2079.5% |