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 | $340,697 | $159,602+113.5% | $150,045+127.1% | $142,382+139.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.66% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,827 | $4,961-43.0% | $4,693-39.8% | $4,299-34.2% |
| Participant deferral / active EE | $10,668 | $8,310+28.4% | $7,997+33.4% | $6,507+63.9% |
| Admin fee / account holder | $5,598 | $14,846-62.3% | $13,435-58.3% | $12,624-55.7% |