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 | $1,227,361 | $214,378+472.5% | $200,582+511.9% | $142,382+762.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 13.28% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $15,032 | $6,841+119.7% | $6,419+134.2% | $4,299+249.7% |
| Participant deferral / active EE | $22,920 | $9,865+132.3% | $9,331+145.6% | $6,507+252.2% |
| Admin fee / account holder | $102,032 | $17,692+476.7% | $16,305+525.8% | $12,624+708.3% |