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 | $415,064 | $148,534+179.4% | $135,903+205.4% | $139,434+197.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.21% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $11,642 | $5,243+122.0% | $4,856+139.7% | $4,751+145.1% |
| Participant deferral / active EE | $11,454 | $8,100+41.4% | $7,758+47.6% | $6,710+70.7% |
| Admin fee / account holder | $12,914 | $12,400+4.1% | $10,762+20.0% | $11,403+13.3% |