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 | $380,686 | $209,336+81.9% | $197,124+93.1% | $137,256+177.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.25% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $11,726 | $6,591+77.9% | $6,227+88.3% | $4,156+182.1% |
| Participant deferral / active EE | $9,559 | $9,614-0.6% | $9,135+4.6% | $6,407+49.2% |
| Admin fee / account holder | $8,096 | $17,308-53.2% | $16,298-50.3% | $12,270-34.0% |