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 | $393,555 | $183,963+113.9% | $162,163+142.7% | $152,861+157.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.81% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,875 | $6,371-70.6% | $5,614-66.6% | $4,762-60.6% |
| Participant deferral / active EE | $4,086 | $8,034-49.1% | $7,298-44.0% | $5,850-30.2% |
| Admin fee / account holder | $1,755 | $13,121-86.6% | $10,843-83.8% | $11,596-84.9% |