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 3-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 | $443,596 | $209,336+111.9% | $197,124+125.0% | $137,256+223.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.57% | 48.09%-35.5pp | 44.34%-31.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $10,489 | $6,591+59.1% | $6,227+68.4% | $4,156+152.4% |
| Participant deferral / active EE | $27,527 | $9,614+186.3% | $9,135+201.3% | $6,407+329.7% |
| Admin fee / account holder | $47,511 | $17,308+174.5% | $16,298+191.5% | $12,270+287.2% |