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 | $400,975 | $177,572+125.8% | $154,803+159.0% | $142,382+181.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.35% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,712 | $4,810-64.4% | $4,305-60.2% | $4,299-60.2% |
| Participant deferral / active EE | $5,864 | $6,272-6.5% | $5,540+5.8% | $6,507-9.9% |
| Admin fee / account holder | $1,701 | $16,786-89.9% | $14,329-88.1% | $12,624-86.5% |