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 | $307,144 | $202,432+51.7% | $169,368+81.3% | $139,434+120.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.11% | 531.74%-514.6pp | 405.60%-388.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,502 | $4,692-68.0% | $4,013-62.6% | $4,751-68.4% |
| Participant deferral / active EE | $3,679 | $6,938-47.0% | $6,221-40.9% | $6,710-45.2% |
| Admin fee / account holder | $1,512 | $10,708-85.9% | $9,003-83.2% | $11,403-86.7% |