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 | $457,225 | $148,534+207.8% | $135,903+236.4% | $139,434+227.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.15% | 79.19%-66.0pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,393 | $5,243-35.3% | $4,856-30.1% | $4,751-28.6% |
| Participant deferral / active EE | $7,128 | $8,100-12.0% | $7,758-8.1% | $6,710+6.2% |
| Admin fee / account holder | $9,978 | $12,400-19.5% | $10,762-7.3% | $11,403-12.5% |