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 | $330,392 | $133,922+146.7% | $116,228+184.3% | $142,382+132.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.68% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,545 | $3,446+2.9% | $2,994+18.4% | $4,299-17.5% |
| Participant deferral / active EE | $5,335 | $5,672-5.9% | $4,953+7.7% | $6,507-18.0% |
| Admin fee / account holder | $23,152 | $14,945+54.9% | $11,989+93.1% | $12,624+83.4% |