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 | $1,181,116 | $209,411+464.0% | $178,490+561.7% | $158,922+643.2% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 19.28% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $20,588 | $5,706+260.8% | $5,011+310.9% | $4,761+332.4% |
| Participant deferral / active EE | $12,679 | $5,954+112.9% | $5,202+143.7% | $5,982+111.9% |
| Admin fee / account holder | $53,192 | $17,074+211.5% | $13,984+280.4% | $11,246+373.0% |