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 | $1,036,312 | $185,822+457.7% | $169,993+509.6% | $139,434+643.2% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 22.97% | 60.50%-37.5pp | 53.37%-30.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $21,182 | $7,590+179.1% | $6,785+212.2% | $4,751+345.9% |
| Participant deferral / active EE | $9,661 | $11,622-16.9% | $10,408-7.2% | $6,710+44.0% |
| Admin fee / account holder | $154,613 | $15,381+905.2% | $12,815+1106.5% | $11,403+1256.0% |