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 | $340,784 | $148,534+129.4% | $135,903+150.8% | $139,434+144.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.50% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $7,388 | $5,243+40.9% | $4,856+52.1% | $4,751+55.5% |
| Participant deferral / active EE | $11,829 | $8,100+46.0% | $7,758+52.5% | $6,710+76.3% |
| Admin fee / account holder | $2,217 | $12,400-82.1% | $10,762-79.4% | $11,403-80.6% |