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 | $343,030 | $148,534+130.9% | $135,903+152.4% | $139,434+146.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.23% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $6,314 | $5,243+20.4% | $4,856+30.0% | $4,751+32.9% |
| Participant deferral / active EE | $12,388 | $8,100+52.9% | $7,758+59.7% | $6,710+84.6% |
| Admin fee / account holder | $6,675 | $12,400-46.2% | $10,762-38.0% | $11,403-41.5% |