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 | $288,894 | $148,534+94.5% | $135,903+112.6% | $139,434+107.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.49% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $10,000 | $5,243+90.7% | $4,856+105.9% | $4,751+110.5% |
| Participant deferral / active EE | $7,614 | $8,100-6.0% | $7,758-1.9% | $6,710+13.5% |
| Admin fee / account holder | $8,925 | $12,400-28.0% | $10,762-17.1% | $11,403-21.7% |