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 | $431,353 | $154,228+179.7% | $145,433+196.6% | $137,256+214.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.14% | 74.59%-57.5pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,048 | $4,804+5.1% | $4,554+10.8% | $4,156+21.5% |
| Participant deferral / active EE | $11,793 | $8,216+43.5% | $7,897+49.3% | $6,407+84.1% |
| Admin fee / account holder | $15,851 | $14,344+10.5% | $13,129+20.7% | $12,270+29.2% |