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 | $754,642 | $209,336+260.5% | $197,124+282.8% | $137,256+449.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.13% | 48.09%-35.0pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $28,036 | $6,591+325.4% | $6,227+350.2% | $4,156+574.6% |
| Participant deferral / active EE | $7,393 | $9,614-23.1% | $9,135-19.1% | $6,407+15.4% |
| Admin fee / account holder | $40,433 | $17,308+133.6% | $16,298+148.1% | $12,270+229.5% |