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 | $301,688 | $148,534+103.1% | $135,903+122.0% | $139,434+116.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.45% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,178 | $5,243-58.5% | $4,856-55.1% | $4,751-54.1% |
| Participant deferral / active EE | $5,387 | $8,100-33.5% | $7,758-30.6% | $6,710-19.7% |
| Admin fee / account holder | $1,803 | $12,400-85.5% | $10,762-83.2% | $11,403-84.2% |