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 | $306,714 | $148,534+106.5% | $135,903+125.7% | $139,434+120.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.23% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,130 | $5,243-21.2% | $4,856-14.9% | $4,751-13.1% |
| Participant deferral / active EE | $10,606 | $8,100+30.9% | $7,758+36.7% | $6,710+58.1% |
| Admin fee / account holder | $9,252 | $12,400-25.4% | $10,762-14.0% | $11,403-18.9% |