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 | $1,020,097 | $183,519+455.9% | $155,509+556.0% | $145,922+599.1% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 34.49% | 61.17%-26.7pp | 64.67%-30.2pp | 561.29%-526.8pp |
| Employer contribution / active EE | $28,707 | $5,313+440.3% | $4,672+514.4% | $4,660+516.1% |
| Participant deferral / active EE | $18,341 | $6,462+183.8% | $5,626+226.0% | $6,688+174.3% |
| Admin fee / account holder | $3,197 | $19,313-83.4% | $15,912-79.9% | $13,397-76.1% |