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 | $290,386 | $209,336+38.7% | $197,124+47.3% | $137,256+111.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.95% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,729 | $6,591-73.8% | $6,227-72.2% | $4,156-58.4% |
| Participant deferral / active EE | $21,718 | $9,614+125.9% | $9,135+137.8% | $6,407+239.0% |
| Admin fee / account holder | $17,364 | $17,308+0.3% | $16,298+6.5% | $12,270+41.5% |