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 | $390,501 | $148,534+162.9% | $135,903+187.3% | $139,434+180.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.10% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,559 | $5,243-32.1% | $4,856-26.7% | $4,751-25.1% |
| Participant deferral / active EE | $9,763 | $8,100+20.5% | $7,758+25.8% | $6,710+45.5% |
| Admin fee / account holder | $1,611 | $12,400-87.0% | $10,762-85.0% | $11,403-85.9% |