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 | $332,272 | $148,534+123.7% | $135,903+144.5% | $139,434+138.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.58% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $11,148 | $5,243+112.6% | $4,856+129.6% | $4,751+134.7% |
| Participant deferral / active EE | $13,847 | $8,100+70.9% | $7,758+78.5% | $6,710+106.4% |
| Admin fee / account holder | $852 | $12,400-93.1% | $10,762-92.1% | $11,403-92.5% |