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 | $324,455 | $209,336+55.0% | $197,124+64.6% | $137,256+136.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.00% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $13,236 | $6,591+100.8% | $6,227+112.6% | $4,156+218.5% |
| Participant deferral / active EE | $3,576 | $9,614-62.8% | $9,135-60.9% | $6,407-44.2% |
| Admin fee / account holder | $62,341 | $17,308+260.2% | $16,298+282.5% | $12,270+408.1% |