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 | $523,397 | $209,336+150.0% | $197,124+165.5% | $137,256+281.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.67% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $8,377 | $6,591+27.1% | $6,227+34.5% | $4,156+101.6% |
| Participant deferral / active EE | $14,520 | $9,614+51.0% | $9,135+59.0% | $6,407+126.6% |
| Admin fee / account holder | $26,520 | $17,308+53.2% | $16,298+62.7% | $12,270+116.1% |