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 | $322,427 | $209,336+54.0% | $197,124+63.6% | $137,256+134.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.47% | 48.09%-28.6pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $12,279 | $6,591+86.3% | $6,227+97.2% | $4,156+195.5% |
| Participant deferral / active EE | $11,440 | $9,614+19.0% | $9,135+25.2% | $6,407+78.6% |
| Admin fee / account holder | $47,931 | $17,308+176.9% | $16,298+194.1% | $12,270+290.6% |