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 | $404,783 | $209,336+93.4% | $197,124+105.3% | $137,256+194.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.59% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,478 | $6,591+28.6% | $6,227+36.1% | $4,156+104.0% |
| Participant deferral / active EE | $21,539 | $9,614+124.0% | $9,135+135.8% | $6,407+236.2% |
| Admin fee / account holder | $63,483 | $17,308+266.8% | $16,298+289.5% | $12,270+417.4% |