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 | $288,454 | $226,064+27.6% | $182,532+58.0% | $152,861+88.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.93% | 192.51%-173.6pp | 148.54%-129.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,868 | $4,978-42.4% | $4,076-29.6% | $4,762-39.8% |
| Participant deferral / active EE | $6,184 | $6,368-2.9% | $5,524+11.9% | $5,850+5.7% |
| Admin fee / account holder | $3,417 | $10,703-68.1% | $8,592-60.2% | $11,596-70.5% |