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 | $457,838 | $148,534+208.2% | $135,903+236.9% | $139,434+228.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.35% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $15,395 | $5,243+193.6% | $4,856+217.0% | $4,751+224.0% |
| Participant deferral / active EE | $18,076 | $8,100+123.2% | $7,758+133.0% | $6,710+169.4% |
| Admin fee / account holder | $7,773 | $12,400-37.3% | $10,762-27.8% | $11,403-31.8% |