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 | $393,930 | $148,534+165.2% | $135,903+189.9% | $139,434+182.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.82% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $7,524 | $5,243+43.5% | $4,856+54.9% | $4,751+58.4% |
| Participant deferral / active EE | $12,086 | $8,100+49.2% | $7,758+55.8% | $6,710+80.1% |
| Admin fee / account holder | $2,595 | $12,400-79.1% | $10,762-75.9% | $11,403-77.2% |