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 | $306,954 | $148,534+106.7% | $135,903+125.9% | $139,434+120.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.05% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,531 | $5,243-51.7% | $4,856-47.9% | $4,751-46.7% |
| Participant deferral / active EE | $8,843 | $8,100+9.2% | $7,758+14.0% | $6,710+31.8% |
| Admin fee / account holder | $11,070 | $12,400-10.7% | $10,762+2.9% | $11,403-2.9% |