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 | $381,920 | $148,534+157.1% | $135,903+181.0% | $139,434+173.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.73% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,123 | $5,243-2.3% | $4,856+5.5% | $4,751+7.8% |
| Participant deferral / active EE | $8,869 | $8,100+9.5% | $7,758+14.3% | $6,710+32.2% |
| Admin fee / account holder | $109,054 | $12,400+779.5% | $10,762+913.3% | $11,403+856.4% |