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 | $268,775 | $183,963+46.1% | $162,163+65.7% | $152,861+75.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.23% | 150.76%-135.5pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $5,799 | $6,371-9.0% | $5,614+3.3% | $4,762+21.8% |
| Participant deferral / active EE | $10,755 | $8,034+33.9% | $7,298+47.4% | $5,850+83.8% |
| Admin fee / account holder | $6,097 | $13,121-53.5% | $10,843-43.8% | $11,596-47.4% |