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 | $2,350,454 | $185,822+1164.9% | $169,993+1282.7% | $139,434+1585.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.39% | 60.50%-19.1pp | 53.37%-12.0pp | 372.94%-331.6pp |
| Employer contribution / active EE | $27,962 | $7,590+268.4% | $6,785+312.1% | $4,751+488.6% |
| Participant deferral / active EE | $17,865 | $11,622+53.7% | $10,408+71.7% | $6,710+166.2% |
| Admin fee / account holder | $20,483 | $15,381+33.2% | $12,815+59.8% | $11,403+79.6% |