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 | $389,507 | $148,534+162.2% | $135,903+186.6% | $139,434+179.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 58.25% | 79.19%-20.9pp | 68.23%-10.0pp | 372.94%-314.7pp |
| Employer contribution / active EE | $4,471 | $5,243-14.7% | $4,856-7.9% | $4,751-5.9% |
| Participant deferral / active EE | $3,038 | $8,100-62.5% | $7,758-60.8% | $6,710-54.7% |
| Admin fee / account holder | $13,996 | $12,400+12.9% | $10,762+30.1% | $11,403+22.7% |