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 | $280,246 | $175,202+60.0% | $149,673+87.2% | $139,434+101.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.40% | 166.71%-142.3pp | 134.42%-110.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,189 | $5,474-60.0% | $4,818-54.6% | $4,751-53.9% |
| Participant deferral / active EE | $6,445 | $6,519-1.1% | $5,680+13.5% | $6,710-3.9% |
| Admin fee / account holder | $20,756 | $16,150+28.5% | $13,210+57.1% | $11,403+82.0% |