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 | $328,745 | $217,402+51.2% | $185,823+76.9% | $167,490+96.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.37% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,259 | $5,873-27.5% | $5,167-17.6% | $4,837-12.0% |
| Participant deferral / active EE | $8,270 | $6,356+30.1% | $5,568+48.5% | $6,341+30.4% |
| Admin fee / account holder | $4,807 | $19,811-75.7% | $16,237-70.4% | $12,309-61.0% |