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 | $1,167,690 | $175,202+566.5% | $149,673+680.2% | $139,434+737.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.41% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $11,652 | $5,474+112.9% | $4,818+141.9% | $4,751+145.3% |
| Participant deferral / active EE | $10,208 | $6,519+56.6% | $5,680+79.7% | $6,710+52.1% |
| Admin fee / account holder | $39,430 | $16,150+144.1% | $13,210+198.5% | $11,403+245.8% |