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 | $345,409 | $148,534+132.5% | $135,903+154.2% | $139,434+147.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.28% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,105 | $5,243-21.7% | $4,856-15.5% | $4,751-13.6% |
| Participant deferral / active EE | $7,218 | $8,100-10.9% | $7,758-7.0% | $6,710+7.6% |
| Admin fee / account holder | $5,592 | $12,400-54.9% | $10,762-48.0% | $11,403-51.0% |