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 | $347,891 | $148,534+134.2% | $135,903+156.0% | $139,434+149.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.25% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $16,133 | $5,243+207.7% | $4,856+232.2% | $4,751+239.6% |
| Participant deferral / active EE | $8,703 | $8,100+7.4% | $7,758+12.2% | $6,710+29.7% |
| Admin fee / account holder | $2,199 | $12,400-82.3% | $10,762-79.6% | $11,403-80.7% |