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 | $1,429,903 | $172,111+730.8% | $150,298+851.4% | $137,256+941.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 12.72% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $36,868 | $4,636+695.2% | $4,154+787.5% | $4,156+787.1% |
| Participant deferral / active EE | $25,833 | $6,166+319.0% | $5,453+373.8% | $6,407+303.2% |
| Admin fee / account holder | $217,717 | $16,471+1221.8% | $14,116+1442.4% | $12,270+1674.4% |