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 | $435,327 | $154,228+182.3% | $145,433+199.3% | $137,256+217.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.30% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $9,293 | $4,804+93.4% | $4,554+104.0% | $4,156+123.6% |
| Participant deferral / active EE | $11,733 | $8,216+42.8% | $7,897+48.6% | $6,407+83.1% |
| Admin fee / account holder | $1,855 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |