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 | $930,316 | $175,202+431.0% | $149,673+521.6% | $139,434+567.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 12.10% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $10,340 | $5,474+88.9% | $4,818+114.6% | $4,751+117.6% |
| Participant deferral / active EE | $7,932 | $6,519+21.7% | $5,680+39.6% | $6,710+18.2% |
| Admin fee / account holder | $1,811 | $16,150-88.8% | $13,210-86.3% | $11,403-84.1% |