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 | $252,547 | $217,402+16.2% | $185,823+35.9% | $167,490+50.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.29% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $4,892 | $5,873-16.7% | $5,167-5.3% | $4,837+1.1% |
| Participant deferral / active EE | $12,013 | $6,356+89.0% | $5,568+115.7% | $6,341+89.4% |
| Admin fee / account holder | $6,079 | $19,811-69.3% | $16,237-62.6% | $12,309-50.6% |