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 5-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 | $410,877 | $209,336+96.3% | $197,124+108.4% | $137,256+199.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.21% | 48.09%-28.9pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $11,325 | $6,591+71.8% | $6,227+81.9% | $4,156+172.5% |
| Participant deferral / active EE | $23,500 | $9,614+144.4% | $9,135+157.3% | $6,407+266.8% |
| Admin fee / account holder | $7,017 | $17,308-59.5% | $16,298-56.9% | $12,270-42.8% |