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 | $372,990 | $179,726+107.5% | $156,263+138.7% | $142,382+162.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.57% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $24,891 | $5,069+391.0% | $4,333+474.4% | $4,299+479.0% |
| Participant deferral / active EE | $14,933 | $6,956+114.7% | $6,158+142.5% | $6,507+129.5% |
| Admin fee / account holder | $6,399 | $17,272-63.0% | $14,255-55.1% | $12,624-49.3% |