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 | $477,592 | $148,534+221.5% | $135,903+251.4% | $139,434+242.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.82% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,984 | $5,243-43.1% | $4,856-38.5% | $4,751-37.2% |
| Participant deferral / active EE | $16,176 | $8,100+99.7% | $7,758+108.5% | $6,710+141.1% |
| Admin fee / account holder | $6,034 | $12,400-51.3% | $10,762-43.9% | $11,403-47.1% |