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 | $396,525 | $209,336+89.4% | $197,124+101.2% | $137,256+188.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.59% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,224 | $6,591-66.3% | $6,227-64.3% | $4,156-46.5% |
| Participant deferral / active EE | $4,483 | $9,614-53.4% | $9,135-50.9% | $6,407-30.0% |
| Admin fee / account holder | $1,475 | $17,308-91.5% | $16,298-91.0% | $12,270-88.0% |