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 | $629,682 | $209,336+200.8% | $197,124+219.4% | $137,256+358.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.05% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,654 | $6,591+1.0% | $6,227+6.8% | $4,156+60.1% |
| Participant deferral / active EE | $21,268 | $9,614+121.2% | $9,135+132.8% | $6,407+232.0% |
| Admin fee / account holder | $1,033 | $17,308-94.0% | $16,298-93.7% | $12,270-91.6% |