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 | $267,139 | $148,534+79.8% | $135,903+96.6% | $139,434+91.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.81% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,434 | $5,243-53.6% | $4,856-49.9% | $4,751-48.8% |
| Participant deferral / active EE | $10,702 | $8,100+32.1% | $7,758+38.0% | $6,710+59.5% |
| Admin fee / account holder | $35,500 | $12,400+186.3% | $10,762+229.9% | $11,403+211.3% |