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 | $328,460 | $148,534+121.1% | $135,903+141.7% | $139,434+135.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.98% | 79.19%-52.2pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $3,245 | $5,243-38.1% | $4,856-33.2% | $4,751-31.7% |
| Participant deferral / active EE | $11,320 | $8,100+39.8% | $7,758+45.9% | $6,710+68.7% |
| Admin fee / account holder | $16,963 | $12,400+36.8% | $10,762+57.6% | $11,403+48.8% |