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 | $534,297 | $209,336+155.2% | $197,124+171.0% | $137,256+289.3% |
| Participation rate | 81.3% | 87.3%-6.1pp | 86.7%-5.5pp | 80.0%+1.3pp |
| Annual return | 12.37% | 48.09%-35.7pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $11,058 | $6,591+67.8% | $6,227+77.6% | $4,156+166.1% |
| Participant deferral / active EE | $37,794 | $9,614+293.1% | $9,135+313.7% | $6,407+489.9% |
| Admin fee / account holder | $231,726 | $17,308+1238.9% | $16,298+1321.8% | $12,270+1788.5% |