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 | $372,457 | $148,534+150.8% | $135,903+174.1% | $139,434+167.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.27% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,565 | $5,243+6.1% | $4,856+14.6% | $4,751+17.1% |
| Participant deferral / active EE | $16,667 | $8,100+105.8% | $7,758+114.8% | $6,710+148.4% |
| Admin fee / account holder | $8,070 | $12,400-34.9% | $10,762-25.0% | $11,403-29.2% |