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 | $262,259 | $217,402+20.6% | $185,823+41.1% | $167,490+56.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.27% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $10,702 | $5,873+82.2% | $5,167+107.1% | $4,837+121.2% |
| Participant deferral / active EE | $6,685 | $6,356+5.2% | $5,568+20.1% | $6,341+5.4% |
| Admin fee / account holder | $3,329 | $19,811-83.2% | $16,237-79.5% | $12,309-73.0% |