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 | $1,011,393 | $202,318+399.9% | $172,739+485.5% | $152,861+561.6% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 24.71% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $16,216 | $5,856+176.9% | $5,143+215.3% | $4,762+240.5% |
| Participant deferral / active EE | $9,580 | $5,948+61.1% | $5,198+84.3% | $5,850+63.8% |
| Admin fee / account holder | $18,367 | $17,109+7.4% | $13,954+31.6% | $11,596+58.4% |