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 | $289,572 | $198,466+45.9% | $170,442+69.9% | $147,584+96.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.27% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,103 | $6,184-49.8% | $5,433-42.9% | $4,876-36.4% |
| Participant deferral / active EE | $5,900 | $5,629+4.8% | $4,939+19.4% | $5,439+8.5% |
| Admin fee / account holder | $3,057 | $16,852-81.9% | $13,880-78.0% | $10,885-71.9% |