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 | $311,160 | $148,534+109.5% | $135,903+129.0% | $139,434+123.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.69% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,357 | $5,243-36.0% | $4,856-30.9% | $4,751-29.3% |
| Participant deferral / active EE | $15,954 | $8,100+97.0% | $7,758+105.6% | $6,710+137.8% |
| Admin fee / account holder | $2,813 | $12,400-77.3% | $10,762-73.9% | $11,403-75.3% |