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 | $488,208 | $209,336+133.2% | $197,124+147.7% | $137,256+255.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 32.24% | 48.09%-15.8pp | 44.34%-12.1pp | 220.34%-188.1pp |
| Employer contribution / active EE | $27,729 | $6,591+320.7% | $6,227+345.3% | $4,156+567.2% |
| Participant deferral / active EE | $19,444 | $9,614+102.2% | $9,135+112.9% | $6,407+203.5% |
| Admin fee / account holder | $52,046 | $17,308+200.7% | $16,298+219.3% | $12,270+324.2% |