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 | $327,646 | $148,534+120.6% | $135,903+141.1% | $139,434+135.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.91% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $9,132 | $5,243+74.2% | $4,856+88.1% | $4,751+92.2% |
| Participant deferral / active EE | $16,231 | $8,100+100.4% | $7,758+109.2% | $6,710+141.9% |
| Admin fee / account holder | $1,679 | $12,400-86.5% | $10,762-84.4% | $11,403-85.3% |