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 | $579,814 | $109,413+429.9% | $156,263+271.1% | $84,808+583.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.00% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $9,038 | $2,907+210.9% | $4,333+108.6% | $2,631+243.5% |
| Participant deferral / active EE | $5,219 | $4,590+13.7% | $6,158-15.3% | $4,212+23.9% |
| Admin fee / account holder | $32,333 | $9,357+245.6% | $14,255+126.8% | $7,344+340.3% |