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 | $638,273 | $159,602+299.9% | $150,045+325.4% | $142,382+348.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.64% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,086 | $4,961+63.0% | $4,693+72.3% | $4,299+88.1% |
| Participant deferral / active EE | $17,921 | $8,310+115.7% | $7,997+124.1% | $6,507+175.4% |
| Admin fee / account holder | $12,302 | $14,846-17.1% | $13,435-8.4% | $12,624-2.5% |