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 | $430,897 | $154,228+179.4% | $145,433+196.3% | $137,256+213.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.94% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $17,785 | $4,804+270.2% | $4,554+290.5% | $4,156+327.9% |
| Participant deferral / active EE | $16,414 | $8,216+99.8% | $7,897+107.8% | $6,407+156.2% |
| Admin fee / account holder | $6,026 | $14,344-58.0% | $13,129-54.1% | $12,270-50.9% |