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 | $706,075 | $209,336+237.3% | $197,124+258.2% | $137,256+414.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.18% | 48.09%-35.9pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $10,858 | $6,591+64.7% | $6,227+74.4% | $4,156+161.2% |
| Participant deferral / active EE | $9,314 | $9,614-3.1% | $9,135+2.0% | $6,407+45.4% |
| Admin fee / account holder | $21,380 | $17,308+23.5% | $16,298+31.2% | $12,270+74.2% |