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 | $251,678 | $198,466+26.8% | $170,442+47.7% | $147,584+70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.61% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $2,031 | $6,184-67.2% | $5,433-62.6% | $4,876-58.4% |
| Participant deferral / active EE | $7,800 | $5,629+38.6% | $4,939+57.9% | $5,439+43.4% |
| Admin fee / account holder | $36,732 | $16,852+118.0% | $13,880+164.6% | $10,885+237.5% |