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 | $474,920 | $148,534+219.7% | $135,903+249.5% | $139,434+240.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.65% | 79.19%-66.5pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,757 | $5,243-66.5% | $4,856-63.8% | $4,751-63.0% |
| Participant deferral / active EE | $11,713 | $8,100+44.6% | $7,758+51.0% | $6,710+74.6% |
| Admin fee / account holder | $11,067 | $12,400-10.7% | $10,762+2.8% | $11,403-2.9% |