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 | $588,642 | $172,111+242.0% | $150,298+291.6% | $137,256+328.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.15% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $19,187 | $4,636+313.9% | $4,154+361.9% | $4,156+361.7% |
| Participant deferral / active EE | $16,963 | $6,166+175.1% | $5,453+211.1% | $6,407+164.8% |
| Admin fee / account holder | $2,664 | $16,471-83.8% | $14,116-81.1% | $12,270-78.3% |