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 | $531,738 | $148,534+258.0% | $135,903+291.3% | $139,434+281.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.90% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $16,443 | $5,243+213.6% | $4,856+238.6% | $4,751+246.1% |
| Participant deferral / active EE | $15,514 | $8,100+91.5% | $7,758+100.0% | $6,710+131.2% |
| Admin fee / account holder | $9,156 | $12,400-26.2% | $10,762-14.9% | $11,403-19.7% |