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 | $546,447 | $209,336+161.0% | $197,124+177.2% | $137,256+298.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.11% | 48.09%-36.0pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $18,729 | $6,591+184.2% | $6,227+200.8% | $4,156+350.6% |
| Participant deferral / active EE | $16,680 | $9,614+73.5% | $9,135+82.6% | $6,407+160.4% |
| Admin fee / account holder | $2,521 | $17,308-85.4% | $16,298-84.5% | $12,270-79.5% |