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 | $621,426 | $154,228+302.9% | $145,433+327.3% | $137,256+352.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.79% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $12,650 | $4,804+163.3% | $4,554+177.8% | $4,156+204.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,659 | $14,344-67.5% | $13,129-64.5% | $12,270-62.0% |