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 | $1,216,904 | $183,519+563.1% | $155,509+682.5% | $145,922+733.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 46.55% | 61.17%-14.6pp | 64.67%-18.1pp | 561.29%-514.7pp |
| Employer contribution / active EE | $6,346 | $5,313+19.5% | $4,672+35.8% | $4,660+36.2% |
| Participant deferral / active EE | $4,104 | $6,462-36.5% | $5,626-27.0% | $6,688-38.6% |
| Admin fee / account holder | $3,021 | $19,313-84.4% | $15,912-81.0% | $13,397-77.4% |