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 | $287,344 | $159,602+80.0% | $150,045+91.5% | $142,382+101.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.05% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $8,565 | $4,961+72.7% | $4,693+82.5% | $4,299+99.2% |
| Participant deferral / active EE | $7,863 | $8,310-5.4% | $7,997-1.7% | $6,507+20.8% |
| Admin fee / account holder | $5,731 | $14,846-61.4% | $13,435-57.3% | $12,624-54.6% |