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 | $406,179 | $148,534+173.5% | $135,903+198.9% | $139,434+191.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.00% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $21,797 | $5,243+315.7% | $4,856+348.9% | $4,751+358.8% |
| Participant deferral / active EE | $14,870 | $8,100+83.6% | $7,758+91.7% | $6,710+121.6% |
| Admin fee / account holder | $12,593 | $12,400+1.6% | $10,762+17.0% | $11,403+10.4% |