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 | $366,430 | $148,534+146.7% | $135,903+169.6% | $139,434+162.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,457 | $5,243-34.1% | $4,856-28.8% | $4,751-27.2% |
| Participant deferral / active EE | $10,535 | $8,100+30.1% | $7,758+35.8% | $6,710+57.0% |
| Admin fee / account holder | $19,375 | $12,400+56.3% | $10,762+80.0% | $11,403+69.9% |