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 | $400,668 | $154,228+159.8% | $145,433+175.5% | $137,256+191.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.65% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,468 | $4,804-7.0% | $4,554-1.9% | $4,156+7.5% |
| Participant deferral / active EE | $6,814 | $8,216-17.1% | $7,897-13.7% | $6,407+6.4% |
| Admin fee / account holder | $14,717 | $14,344+2.6% | $13,129+12.1% | $12,270+19.9% |