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 | $304,978 | $148,534+105.3% | $135,903+124.4% | $139,434+118.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.50% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $28,656 | $5,243+446.6% | $4,856+490.1% | $4,751+503.2% |
| Participant deferral / active EE | $6,497 | $8,100-19.8% | $7,758-16.3% | $6,710-3.2% |
| Admin fee / account holder | $90,817 | $12,400+632.4% | $10,762+743.9% | $11,403+696.5% |