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 6-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 | $2,115,897 | $156,846+1249.0% | $121,098+1647.3% | $139,434+1417.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.37% | 1474.56%-1455.2pp | 985.75%-966.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $41,433 | $5,536+648.4% | $4,164+895.1% | $4,751+772.1% |
| Participant deferral / active EE | $13,667 | $4,844+182.1% | $4,080+235.0% | $6,710+103.7% |
| Admin fee / account holder | $12,232 | $6,946+76.1% | $5,644+116.7% | $11,403+7.3% |