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 | $370,617 | $148,534+149.5% | $135,903+172.7% | $139,434+165.8% |
| 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 | $1,773 | $5,243-66.2% | $4,856-63.5% | $4,751-62.7% |
| Participant deferral / active EE | $3,489 | $8,100-56.9% | $7,758-55.0% | $6,710-48.0% |
| Admin fee / account holder | $21,088 | $12,400+70.1% | $10,762+95.9% | $11,403+84.9% |