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 | $2,383,334 | $109,982+2067.0% | $97,226+2351.3% | $145,922+1533.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 31.59% | 242.90%-211.3pp | 75.13%-43.5pp | 561.29%-529.7pp |
| Employer contribution / active EE | $25,703 | $3,084+733.5% | $2,729+841.9% | $4,660+451.6% |
| Participant deferral / active EE | $5,000 | $4,676+6.9% | $4,264+17.3% | $6,688-25.2% |
| Admin fee / account holder | $64,824 | $6,221+942.1% | $5,654+1046.6% | $13,397+383.9% |