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 | $662,819 | $154,228+329.8% | $145,433+355.8% | $137,256+382.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.13% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $16,000 | $4,804+233.1% | $4,554+251.3% | $4,156+285.0% |
| Participant deferral / active EE | $12,568 | $8,216+53.0% | $7,897+59.1% | $6,407+96.2% |
| Admin fee / account holder | $15,527 | $14,344+8.2% | $13,129+18.3% | $12,270+26.5% |