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 | $440,225 | $209,336+110.3% | $197,124+123.3% | $137,256+220.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.61% | 48.09%-21.5pp | 44.34%-17.7pp | 220.34%-193.7pp |
| Employer contribution / active EE | $7,252 | $6,591+10.0% | $6,227+16.4% | $4,156+74.5% |
| Participant deferral / active EE | $27,229 | $9,614+183.2% | $9,135+198.1% | $6,407+325.0% |
| Admin fee / account holder | $3,186 | $17,308-81.6% | $16,298-80.5% | $12,270-74.0% |