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 | $330,724 | $176,812+87.0% | $146,665+125.5% | $167,490+97.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.56% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $5,401 | $5,160+4.7% | $4,136+30.6% | $4,837+11.6% |
| Participant deferral / active EE | $15,995 | $6,440+148.4% | $5,506+190.5% | $6,341+152.2% |
| Admin fee / account holder | $4,627 | $13,259-65.1% | $10,280-55.0% | $12,309-62.4% |