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 | $437,652 | $148,534+194.6% | $135,903+222.0% | $139,434+213.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.03% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,033 | $5,243-80.3% | $4,856-78.7% | $4,751-78.3% |
| Participant deferral / active EE | $5,854 | $8,100-27.7% | $7,758-24.5% | $6,710-12.8% |
| Admin fee / account holder | $7,354 | $12,400-40.7% | $10,762-31.7% | $11,403-35.5% |