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 | $1,107,235 | $198,466+457.9% | $170,442+549.6% | $147,584+650.2% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 12.56% | 257.29%-244.7pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $29,319 | $6,184+374.1% | $5,433+439.7% | $4,876+501.2% |
| Participant deferral / active EE | $5,944 | $5,629+5.6% | $4,939+20.3% | $5,439+9.3% |
| Admin fee / account holder | $94,678 | $16,852+461.8% | $13,880+582.1% | $10,885+769.8% |