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 | $652,539 | $209,336+211.7% | $197,124+231.0% | $137,256+375.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.71% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $24,790 | $6,591+276.1% | $6,227+298.1% | $4,156+496.5% |
| Participant deferral / active EE | $22,836 | $9,614+137.5% | $9,135+150.0% | $6,407+256.4% |
| Admin fee / account holder | $3,248 | $17,308-81.2% | $16,298-80.1% | $12,270-73.5% |