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 | $380,465 | $159,602+138.4% | $150,045+153.6% | $142,382+167.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.46% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $11,011 | $4,961+122.0% | $4,693+134.6% | $4,299+156.1% |
| Participant deferral / active EE | $23,474 | $8,310+182.5% | $7,997+193.5% | $6,507+260.7% |
| Admin fee / account holder | $8,287 | $14,846-44.2% | $13,435-38.3% | $12,624-34.3% |