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 | $347,380 | $148,534+133.9% | $135,903+155.6% | $139,434+149.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.39% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $8,718 | $5,243+66.3% | $4,856+79.5% | $4,751+83.5% |
| Participant deferral / active EE | $11,195 | $8,100+38.2% | $7,758+44.3% | $6,710+66.8% |
| Admin fee / account holder | $457 | $12,400-96.3% | $10,762-95.7% | $11,403-96.0% |