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 | $444,756 | $214,378+107.5% | $200,582+121.7% | $142,382+212.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.35% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $12,991 | $6,841+89.9% | $6,419+102.4% | $4,299+202.2% |
| Participant deferral / active EE | $14,499 | $9,865+47.0% | $9,331+55.4% | $6,507+122.8% |
| Admin fee / account holder | $54,964 | $17,692+210.7% | $16,305+237.1% | $12,624+335.4% |