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 | $1,151,581 | $124,185+827.3% | $108,410+962.2% | $167,490+587.6% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 17.11% | 1379.64%-1362.5pp | 905.27%-888.2pp | 478.56%-461.5pp |
| Employer contribution / active EE | $26,443 | $4,187+531.6% | $3,558+643.1% | $4,837+446.6% |
| Participant deferral / active EE | $12,592 | $6,908+82.3% | $6,563+91.9% | $6,341+98.6% |
| Admin fee / account holder | $124,606 | $9,455+1217.9% | $7,295+1608.1% | $12,309+912.3% |