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 | $465,083 | $214,378+116.9% | $200,582+131.9% | $142,382+226.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.37% | 46.41%-31.0pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,147 | $6,841+48.3% | $6,419+58.1% | $4,299+136.0% |
| Participant deferral / active EE | $17,431 | $9,865+76.7% | $9,331+86.8% | $6,507+167.9% |
| Admin fee / account holder | $1,329 | $17,692-92.5% | $16,305-91.8% | $12,624-89.5% |