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 | $771,420 | $209,336+268.5% | $197,124+291.3% | $137,256+462.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.48% | 48.09%-34.6pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $9,919 | $6,591+50.5% | $6,227+59.3% | $4,156+138.7% |
| Participant deferral / active EE | $14,601 | $9,614+51.9% | $9,135+59.8% | $6,407+127.9% |
| Admin fee / account holder | $6,640 | $17,308-61.6% | $16,298-59.3% | $12,270-45.9% |