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 | $845,116 | $148,534+469.0% | $135,903+521.9% | $139,434+506.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.58% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,659 | $5,243-30.2% | $4,856-24.7% | $4,751-23.0% |
| Participant deferral / active EE | $9,540 | $8,100+17.8% | $7,758+23.0% | $6,710+42.2% |
| Admin fee / account holder | $3,826 | $12,400-69.1% | $10,762-64.4% | $11,403-66.4% |