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 | $1,550,944 | $159,901+869.9% | $146,958+955.4% | $145,922+962.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.80% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $15,901 | $5,286+200.8% | $4,933+222.3% | $4,660+241.2% |
| Participant deferral / active EE | $18,766 | $8,428+122.6% | $8,070+132.5% | $6,688+180.6% |
| Admin fee / account holder | $28,675 | $15,044+90.6% | $12,998+120.6% | $13,397+114.0% |