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 | $649,007 | $214,378+202.7% | $200,582+223.6% | $142,382+355.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.19% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,477 | $6,841-49.2% | $6,419-45.8% | $4,299-19.1% |
| Participant deferral / active EE | $14,273 | $9,865+44.7% | $9,331+53.0% | $6,507+119.3% |
| Admin fee / account holder | $14,651 | $17,692-17.2% | $16,305-10.1% | $12,624+16.1% |