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 | $346,999 | $148,534+133.6% | $135,903+155.3% | $139,434+148.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.57% | 79.19%-58.6pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,266 | $5,243-56.8% | $4,856-53.3% | $4,751-52.3% |
| Participant deferral / active EE | $12,581 | $8,100+55.3% | $7,758+62.2% | $6,710+87.5% |
| Admin fee / account holder | $2,215 | $12,400-82.1% | $10,762-79.4% | $11,403-80.6% |