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 | $277,840 | $159,602+74.1% | $150,045+85.2% | $142,382+95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.85% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,739 | $4,961-24.6% | $4,693-20.3% | $4,299-13.0% |
| Participant deferral / active EE | $14,774 | $8,310+77.8% | $7,997+84.7% | $6,507+127.0% |
| Admin fee / account holder | $8,143 | $14,846-45.2% | $13,435-39.4% | $12,624-35.5% |