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 | $293,359 | $202,432+44.9% | $169,368+73.2% | $139,434+110.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.00% | 531.74%-512.7pp | 405.60%-386.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,090 | $4,692-12.8% | $4,013+1.9% | $4,751-13.9% |
| Participant deferral / active EE | $12,301 | $6,938+77.3% | $6,221+97.7% | $6,710+83.3% |
| Admin fee / account holder | $9,484 | $10,708-11.4% | $9,003+5.3% | $11,403-16.8% |