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 | $290,699 | $217,402+33.7% | $185,823+56.4% | $167,490+73.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.86% | 148.36%-139.5pp | 122.05%-113.2pp | 478.56%-469.7pp |
| Employer contribution / active EE | $4,632 | $5,873-21.1% | $5,167-10.4% | $4,837-4.2% |
| Participant deferral / active EE | $3,193 | $6,356-49.8% | $5,568-42.7% | $6,341-49.6% |
| Admin fee / account holder | $12,880 | $19,811-35.0% | $16,237-20.7% | $12,309+4.6% |