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 | $301,158 | $112,096+168.7% | $95,952+213.9% | $158,922+89.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.99% | 171.09%-146.1pp | 91.61%-66.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $6,582 | $3,198+105.8% | $2,541+159.0% | $4,761+38.2% |
| Participant deferral / active EE | $4,658 | $4,784-2.6% | $4,167+11.8% | $5,982-22.1% |
| Admin fee / account holder | $9,757 | $10,130-3.7% | $6,795+43.6% | $11,246-13.2% |