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 | $331,548 | $148,534+123.2% | $135,903+144.0% | $139,434+137.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.02% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $5,557 | $5,243+6.0% | $4,856+14.4% | $4,751+17.0% |
| Participant deferral / active EE | $12,317 | $8,100+52.1% | $7,758+58.8% | $6,710+83.6% |
| Admin fee / account holder | $1,482 | $12,400-88.0% | $10,762-86.2% | $11,403-87.0% |