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 | $437,524 | $148,534+194.6% | $135,903+221.9% | $139,434+213.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.44% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,885 | $5,243-45.0% | $4,856-40.6% | $4,751-39.3% |
| Participant deferral / active EE | $12,134 | $8,100+49.8% | $7,758+56.4% | $6,710+80.8% |
| Admin fee / account holder | $1,747 | $12,400-85.9% | $10,762-83.8% | $11,403-84.7% |