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 | $542,838 | $209,336+159.3% | $197,124+175.4% | $137,256+295.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.40% | 48.09%-35.7pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $15,199 | $6,591+130.6% | $6,227+144.1% | $4,156+265.7% |
| Participant deferral / active EE | $7,246 | $9,614-24.6% | $9,135-20.7% | $6,407+13.1% |
| Admin fee / account holder | $1,888 | $17,308-89.1% | $16,298-88.4% | $12,270-84.6% |