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 | $286,199 | $159,901+79.0% | $146,958+94.7% | $145,922+96.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.49% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,362 | $5,286-74.2% | $4,933-72.4% | $4,660-70.8% |
| Participant deferral / active EE | $3,473 | $8,428-58.8% | $8,070-57.0% | $6,688-48.1% |
| Admin fee / account holder | $106,798 | $15,044+609.9% | $12,998+721.6% | $13,397+697.2% |