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 | $471,160 | $148,534+217.2% | $135,903+246.7% | $139,434+237.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,353 | $5,243-36.1% | $4,856-31.0% | $4,751-29.4% |
| Participant deferral / active EE | $14,938 | $8,100+84.4% | $7,758+92.5% | $6,710+122.6% |
| Admin fee / account holder | $2,435 | $12,400-80.4% | $10,762-77.4% | $11,403-78.6% |