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 | $398,639 | $179,726+121.8% | $156,263+155.1% | $142,382+180.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.63% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,101 | $5,069+79.5% | $4,333+110.0% | $4,299+111.7% |
| Participant deferral / active EE | $14,163 | $6,956+103.6% | $6,158+130.0% | $6,507+117.6% |
| Admin fee / account holder | $2,033 | $17,272-88.2% | $14,255-85.7% | $12,624-83.9% |