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 | $1,188,841 | $209,411+467.7% | $178,490+566.1% | $158,922+648.1% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 32.51% | 188.75%-156.2pp | 151.07%-118.6pp | 302.83%-270.3pp |
| Employer contribution / active EE | $6,091 | $5,706+6.7% | $5,011+21.6% | $4,761+27.9% |
| Participant deferral / active EE | $8,093 | $5,954+35.9% | $5,202+55.6% | $5,982+35.3% |
| Admin fee / account holder | $338 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |