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 | $409,491 | $217,402+88.4% | $185,823+120.4% | $167,490+144.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.10% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $6,995 | $5,873+19.1% | $5,167+35.4% | $4,837+44.6% |
| Participant deferral / active EE | $5,835 | $6,356-8.2% | $5,568+4.8% | $6,341-8.0% |
| Admin fee / account holder | $1,294 | $19,811-93.5% | $16,237-92.0% | $12,309-89.5% |