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 | $440,224 | $179,726+144.9% | $156,263+181.7% | $142,382+209.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.80% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $13,718 | $5,069+170.6% | $4,333+216.6% | $4,299+219.1% |
| Participant deferral / active EE | $8,000 | $6,956+15.0% | $6,158+29.9% | $6,507+22.9% |
| Admin fee / account holder | $2,556 | $17,272-85.2% | $14,255-82.1% | $12,624-79.8% |