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 | $348,494 | $179,726+93.9% | $156,263+123.0% | $142,382+144.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.76% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,792 | $5,069-44.9% | $4,333-35.6% | $4,299-35.0% |
| Participant deferral / active EE | $19,460 | $6,956+179.8% | $6,158+216.0% | $6,507+199.1% |
| Admin fee / account holder | $1,261 | $17,272-92.7% | $14,255-91.2% | $12,624-90.0% |