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 | $902,451 | $176,056+412.6% | $159,436+466.0% | $167,490+438.8% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 10.50% | 331.75%-321.2pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $29,979 | $5,297+466.0% | $4,829+520.8% | $4,837+519.7% |
| Participant deferral / active EE | $17,654 | $7,750+127.8% | $7,352+140.1% | $6,341+178.4% |
| Admin fee / account holder | $21,091 | $12,554+68.0% | $10,799+95.3% | $12,309+71.3% |