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 | $541,926 | $209,336+158.9% | $197,124+174.9% | $137,256+294.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.96% | 48.09%-35.1pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $14,800 | $6,591+124.6% | $6,227+137.7% | $4,156+256.1% |
| Participant deferral / active EE | $12,450 | $9,614+29.5% | $9,135+36.3% | $6,407+94.3% |
| Admin fee / account holder | $9,686 | $17,308-44.0% | $16,298-40.6% | $12,270-21.1% |