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 | $448,185 | $148,534+201.7% | $135,903+229.8% | $139,434+221.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.35% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,974 | $5,243-43.3% | $4,856-38.8% | $4,751-37.4% |
| Participant deferral / active EE | $18,141 | $8,100+124.0% | $7,758+133.8% | $6,710+170.3% |
| Admin fee / account holder | $4,926 | $12,400-60.3% | $10,762-54.2% | $11,403-56.8% |