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 | $253,116 | $217,402+16.4% | $185,823+36.2% | $167,490+51.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.93% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $8,417 | $5,873+43.3% | $5,167+62.9% | $4,837+74.0% |
| Participant deferral / active EE | $7,053 | $6,356+11.0% | $5,568+26.7% | $6,341+11.2% |
| Admin fee / account holder | $21,214 | $19,811+7.1% | $16,237+30.6% | $12,309+72.3% |