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 | $671,987 | $209,832+220.3% | $189,513+254.6% | $167,490+301.2% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 30.11% | 748.27%-718.2pp | 555.15%-525.0pp | 478.56%-448.5pp |
| Employer contribution / active EE | $12,550 | $6,914+81.5% | $6,162+103.7% | $4,837+159.4% |
| Participant deferral / active EE | $15,291 | $8,935+71.1% | $8,221+86.0% | $6,341+141.1% |
| Admin fee / account holder | $1,436 | $14,293-90.0% | $12,045-88.1% | $12,309-88.3% |