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 | $289,715 | $106,584+171.8% | $101,326+185.9% | $142,382+103.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.64% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $9,560 | $3,956+141.7% | $3,665+160.8% | $4,299+122.4% |
| Participant deferral / active EE | $9,595 | $8,297+15.6% | $7,994+20.0% | $6,507+47.5% |
| Admin fee / account holder | $30,393 | $11,446+165.5% | $11,185+171.7% | $12,624+140.8% |