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 | $381,389 | $179,726+112.2% | $156,263+144.1% | $142,382+167.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.83% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $19,925 | $5,069+293.1% | $4,333+359.8% | $4,299+363.5% |
| Participant deferral / active EE | $10,761 | $6,956+54.7% | $6,158+74.7% | $6,507+65.4% |
| Admin fee / account holder | $1,032 | $17,272-94.0% | $14,255-92.8% | $12,624-91.8% |