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 | $273,547 | $183,963+48.7% | $162,163+68.7% | $152,861+79.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.52% | 150.76%-128.2pp | 115.59%-93.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,100 | $6,371-67.0% | $5,614-62.6% | $4,762-55.9% |
| Participant deferral / active EE | $9,200 | $8,034+14.5% | $7,298+26.1% | $5,850+57.3% |
| Admin fee / account holder | $3,935 | $13,121-70.0% | $10,843-63.7% | $11,596-66.1% |