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 | $270,790 | $183,963+47.2% | $162,163+67.0% | $152,861+77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.37% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,783 | $6,371-24.9% | $5,614-14.8% | $4,762+0.4% |
| Participant deferral / active EE | $14,017 | $8,034+74.5% | $7,298+92.1% | $5,850+139.6% |
| Admin fee / account holder | $807 | $13,121-93.8% | $10,843-92.6% | $11,596-93.0% |