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 | $345,010 | $148,534+132.3% | $135,903+153.9% | $139,434+147.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.43% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,170 | $5,243-77.7% | $4,856-75.9% | $4,751-75.4% |
| Participant deferral / active EE | $6,500 | $8,100-19.8% | $7,758-16.2% | $6,710-3.1% |
| Admin fee / account holder | $4,811 | $12,400-61.2% | $10,762-55.3% | $11,403-57.8% |