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 | $1,460,682 | $202,318+622.0% | $172,739+745.6% | $152,861+855.6% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 14.41% | 1029.65%-1015.2pp | 802.84%-788.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $17,871 | $5,856+205.2% | $5,143+247.5% | $4,762+275.3% |
| Participant deferral / active EE | $14,200 | $5,948+138.7% | $5,198+173.2% | $5,850+142.7% |
| Admin fee / account holder | $6,392 | $17,109-62.6% | $13,954-54.2% | $11,596-44.9% |