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 | $330,908 | $183,963+79.9% | $162,163+104.1% | $152,861+116.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.85% | 150.76%-133.9pp | 115.59%-98.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,886 | $6,371-54.7% | $5,614-48.6% | $4,762-39.4% |
| Participant deferral / active EE | $10,211 | $8,034+27.1% | $7,298+39.9% | $5,850+74.5% |
| Admin fee / account holder | $2,920 | $13,121-77.7% | $10,843-73.1% | $11,596-74.8% |