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 | $382,060 | $209,336+82.5% | $197,124+93.8% | $137,256+178.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.80% | 48.09%-26.3pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $9,299 | $6,591+41.1% | $6,227+49.3% | $4,156+123.7% |
| Participant deferral / active EE | $20,571 | $9,614+114.0% | $9,135+125.2% | $6,407+221.1% |
| Admin fee / account holder | $4,384 | $17,308-74.7% | $16,298-73.1% | $12,270-64.3% |