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 | $298,645 | $165,335+80.6% | $149,696+99.5% | $158,922+87.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.63% | 348.15%-308.5pp | 276.60%-237.0pp | 302.83%-263.2pp |
| Employer contribution / active EE | $4,941 | $5,103-3.2% | $4,644+6.4% | $4,761+3.8% |
| Participant deferral / active EE | $14,067 | $7,181+95.9% | $6,842+105.6% | $5,982+135.2% |
| Admin fee / account holder | $7,892 | $10,807-27.0% | $9,309-15.2% | $11,246-29.8% |