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 | $301,386 | $148,534+102.9% | $135,903+121.8% | $139,434+116.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.92% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,778 | $5,243-66.1% | $4,856-63.4% | $4,751-62.6% |
| Participant deferral / active EE | $7,298 | $8,100-9.9% | $7,758-5.9% | $6,710+8.8% |
| Admin fee / account holder | $4,743 | $12,400-61.7% | $10,762-55.9% | $11,403-58.4% |