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 | $391,306 | $217,402+80.0% | $185,823+110.6% | $167,490+133.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.28% | 148.36%-129.1pp | 122.05%-102.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $6,084 | $5,873+3.6% | $5,167+17.7% | $4,837+25.8% |
| Participant deferral / active EE | $3,402 | $6,356-46.5% | $5,568-38.9% | $6,341-46.4% |
| Admin fee / account holder | $1,511 | $19,811-92.4% | $16,237-90.7% | $12,309-87.7% |