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 | $411,674 | $179,726+129.1% | $156,263+163.4% | $142,382+189.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.66% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,456 | $5,069+7.6% | $4,333+25.9% | $4,299+26.9% |
| Participant deferral / active EE | $14,150 | $6,956+103.4% | $6,158+129.8% | $6,507+117.4% |
| Admin fee / account holder | $3,100 | $17,272-82.1% | $14,255-78.3% | $12,624-75.4% |