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 | $342,609 | $209,336+63.7% | $197,124+73.8% | $137,256+149.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.57% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $21,673 | $6,591+228.8% | $6,227+248.0% | $4,156+421.5% |
| Participant deferral / active EE | $19,309 | $9,614+100.8% | $9,135+111.4% | $6,407+201.4% |
| Admin fee / account holder | $152,168 | $17,308+779.2% | $16,298+833.7% | $12,270+1140.1% |