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 | $257,647 | $198,466+29.8% | $170,442+51.2% | $147,584+74.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.79% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $6,813 | $6,184+10.2% | $5,433+25.4% | $4,876+39.7% |
| Participant deferral / active EE | $4,257 | $5,629-24.4% | $4,939-13.8% | $5,439-21.7% |
| Admin fee / account holder | $2,079 | $16,852-87.7% | $13,880-85.0% | $10,885-80.9% |