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 | $257,758 | $126,574+103.6% | $106,213+142.7% | $145,922+76.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.43% | 224.79%-205.4pp | 116.14%-96.7pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,897 | $3,730+4.5% | $3,171+22.9% | $4,660-16.4% |
| Participant deferral / active EE | $8,069 | $5,724+41.0% | $5,016+60.9% | $6,688+20.7% |
| Admin fee / account holder | $16,486 | $17,304-4.7% | $11,033+49.4% | $13,397+23.1% |