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 | $209,336+210.0% | $197,124+229.2% | $137,256+372.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.19% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,477 | $6,591-47.2% | $6,227-44.2% | $4,156-16.3% |
| Participant deferral / active EE | $14,273 | $9,614+48.5% | $9,135+56.2% | $6,407+122.8% |
| Admin fee / account holder | $14,651 | $17,308-15.4% | $16,298-10.1% | $12,270+19.4% |