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 | $303,165 | $148,534+104.1% | $135,903+123.1% | $139,434+117.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.76% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,135 | $5,243-59.3% | $4,856-56.0% | $4,751-55.1% |
| Participant deferral / active EE | $11,500 | $8,100+42.0% | $7,758+48.2% | $6,710+71.4% |
| Admin fee / account holder | $2,602 | $12,400-79.0% | $10,762-75.8% | $11,403-77.2% |