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 | $317,878 | $148,534+114.0% | $135,903+133.9% | $139,434+128.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.07% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $9,633 | $5,243+83.7% | $4,856+98.4% | $4,751+102.8% |
| Participant deferral / active EE | $15,049 | $8,100+85.8% | $7,758+94.0% | $6,710+124.3% |
| Admin fee / account holder | $7,391 | $12,400-40.4% | $10,762-31.3% | $11,403-35.2% |