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 | $311,101 | $148,534+109.4% | $135,903+128.9% | $139,434+123.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.41% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,658 | $5,243+27.0% | $4,856+37.1% | $4,751+40.1% |
| Participant deferral / active EE | $13,510 | $8,100+66.8% | $7,758+74.1% | $6,710+101.3% |
| Admin fee / account holder | $1,669 | $12,400-86.5% | $10,762-84.5% | $11,403-85.4% |