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 | $250,386 | $148,534+68.6% | $135,903+84.2% | $139,434+79.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.34% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,612 | $5,243-31.1% | $4,856-25.6% | $4,751-24.0% |
| Participant deferral / active EE | $10,274 | $8,100+26.8% | $7,758+32.4% | $6,710+53.1% |
| Admin fee / account holder | $1,813 | $12,400-85.4% | $10,762-83.2% | $11,403-84.1% |