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 | $394,326 | $148,534+165.5% | $135,903+190.2% | $139,434+182.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.94% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,147 | $5,243-40.0% | $4,856-35.2% | $4,751-33.8% |
| Participant deferral / active EE | $10,703 | $8,100+32.1% | $7,758+38.0% | $6,710+59.5% |
| Admin fee / account holder | $2,739 | $12,400-77.9% | $10,762-74.5% | $11,403-76.0% |