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 | $846,207 | $209,336+304.2% | $197,124+329.3% | $137,256+516.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.76% | 48.09%-36.3pp | 44.34%-32.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $12,944 | $6,591+96.4% | $6,227+107.8% | $4,156+211.4% |
| Participant deferral / active EE | $17,070 | $9,614+77.6% | $9,135+86.9% | $6,407+166.4% |
| Admin fee / account holder | $320 | $17,308-98.2% | $16,298-98.0% | $12,270-97.4% |