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 | $377,253 | $209,336+80.2% | $197,124+91.4% | $137,256+174.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.35% | 48.09%-29.7pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,876 | $6,591-10.8% | $6,227-5.6% | $4,156+41.4% |
| Participant deferral / active EE | $13,851 | $9,614+44.1% | $9,135+51.6% | $6,407+116.2% |
| Admin fee / account holder | $80,290 | $17,308+363.9% | $16,298+392.6% | $12,270+554.4% |