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 | $524,827 | $148,534+253.3% | $135,903+286.2% | $139,434+276.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.18% | 79.19%-50.0pp | 68.23%-39.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $13,333 | $5,243+154.3% | $4,856+174.6% | $4,751+180.7% |
| Participant deferral / active EE | $20,867 | $8,100+157.6% | $7,758+169.0% | $6,710+211.0% |
| Admin fee / account holder | $4,316 | $12,400-65.2% | $10,762-59.9% | $11,403-62.2% |