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 | $258,120 | $148,534+73.8% | $135,903+89.9% | $139,434+85.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.26% | 79.19%-52.9pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $4,649 | $5,243-11.3% | $4,856-4.3% | $4,751-2.1% |
| Participant deferral / active EE | $8,895 | $8,100+9.8% | $7,758+14.7% | $6,710+32.6% |
| Admin fee / account holder | $2,168 | $12,400-82.5% | $10,762-79.9% | $11,403-81.0% |