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 | $1,132,198 | $183,519+516.9% | $155,509+628.1% | $145,922+675.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 32.18% | 61.17%-29.0pp | 64.67%-32.5pp | 561.29%-529.1pp |
| Employer contribution / active EE | $16,126 | $5,313+203.5% | $4,672+245.1% | $4,660+246.1% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $26,100 | $19,313+35.1% | $15,912+64.0% | $13,397+94.8% |