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 | $363,636 | $148,534+144.8% | $135,903+167.6% | $139,434+160.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.82% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,397 | $5,243-35.2% | $4,856-30.1% | $4,751-28.5% |
| Participant deferral / active EE | $14,072 | $8,100+73.7% | $7,758+81.4% | $6,710+109.7% |
| Admin fee / account holder | $39,005 | $12,400+214.6% | $10,762+262.4% | $11,403+242.1% |