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 | $383,402 | $148,534+158.1% | $135,903+182.1% | $139,434+175.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.83% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,564 | $5,243-32.0% | $4,856-26.6% | $4,751-25.0% |
| Participant deferral / active EE | $9,818 | $8,100+21.2% | $7,758+26.6% | $6,710+46.3% |
| Admin fee / account holder | $7,944 | $12,400-35.9% | $10,762-26.2% | $11,403-30.3% |