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 | $662,284 | $148,534+345.9% | $135,903+387.3% | $139,434+375.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.49% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,676 | $5,243-29.9% | $4,856-24.3% | $4,751-22.6% |
| Participant deferral / active EE | $8,465 | $8,100+4.5% | $7,758+9.1% | $6,710+26.2% |
| Admin fee / account holder | $4,753 | $12,400-61.7% | $10,762-55.8% | $11,403-58.3% |