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 | $268,792 | $159,602+68.4% | $150,045+79.1% | $142,382+88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.42% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $8,038 | $4,961+62.0% | $4,693+71.3% | $4,299+87.0% |
| Participant deferral / active EE | $24,997 | $8,310+200.8% | $7,997+212.6% | $6,507+284.1% |
| Admin fee / account holder | $2,728 | $14,846-81.6% | $13,435-79.7% | $12,624-78.4% |