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 | $280,177 | $148,534+88.6% | $135,903+106.2% | $139,434+100.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,314 | $5,243-36.8% | $4,856-31.8% | $4,751-30.2% |
| Participant deferral / active EE | $2,959 | $8,100-63.5% | $7,758-61.9% | $6,710-55.9% |
| Admin fee / account holder | $4,208 | $12,400-66.1% | $10,762-60.9% | $11,403-63.1% |