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 | $306,635 | $148,534+106.4% | $135,903+125.6% | $139,434+119.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.77% | 79.19%-62.4pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $16,174 | $5,243+208.5% | $4,856+233.1% | $4,751+240.4% |
| Participant deferral / active EE | $6,256 | $8,100-22.8% | $7,758-19.4% | $6,710-6.8% |
| Admin fee / account holder | $52,307 | $12,400+321.8% | $10,762+386.0% | $11,403+358.7% |