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 | $339,843 | $148,534+128.8% | $135,903+150.1% | $139,434+143.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.73% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $24,069 | $5,243+359.1% | $4,856+395.6% | $4,751+406.6% |
| Participant deferral / active EE | $13,650 | $8,100+68.5% | $7,758+76.0% | $6,710+103.4% |
| Admin fee / account holder | $416 | $12,400-96.6% | $10,762-96.1% | $11,403-96.4% |