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 | $270,126 | $148,534+81.9% | $135,903+98.8% | $139,434+93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.28% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,104 | $5,243-59.9% | $4,856-56.7% | $4,751-55.7% |
| Participant deferral / active EE | $4,200 | $8,100-48.1% | $7,758-45.9% | $6,710-37.4% |
| Admin fee / account holder | $11,209 | $12,400-9.6% | $10,762+4.2% | $11,403-1.7% |