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 | $594,591 | $148,534+300.3% | $135,903+337.5% | $139,434+326.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.54% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $19,245 | $5,243+267.1% | $4,856+296.3% | $4,751+305.1% |
| Participant deferral / active EE | $20,975 | $8,100+159.0% | $7,758+170.4% | $6,710+212.6% |
| Admin fee / account holder | $8,867 | $12,400-28.5% | $10,762-17.6% | $11,403-22.2% |