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 | $2,222,656 | $105,181+2013.2% | $159,436+1294.1% | $85,850+2489.0% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 40.13% | 45.07%-4.9pp | 263.57%-223.4pp | 318.53%-278.4pp |
| Employer contribution / active EE | $51,177 | $3,318+1442.3% | $4,829+959.7% | $2,565+1895.1% |
| Participant deferral / active EE | $5,010 | $5,945-15.7% | $7,352-31.9% | $3,952+26.8% |
| Admin fee / account holder | $227,762 | $6,933+3185.0% | $10,799+2009.2% | $6,260+3538.4% |