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 | $338,010 | $148,534+127.6% | $135,903+148.7% | $139,434+142.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.29% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $14,130 | $5,243+169.5% | $4,856+191.0% | $4,751+197.4% |
| Participant deferral / active EE | $9,172 | $8,100+13.2% | $7,758+18.2% | $6,710+36.7% |
| Admin fee / account holder | $6,347 | $12,400-48.8% | $10,762-41.0% | $11,403-44.3% |