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 | $258,820 | $159,602+62.2% | $150,045+72.5% | $142,382+81.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.47% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,597 | $4,961+12.8% | $4,693+19.3% | $4,299+30.2% |
| Participant deferral / active EE | $10,037 | $8,310+20.8% | $7,997+25.5% | $6,507+54.2% |
| Admin fee / account holder | $3,464 | $14,846-76.7% | $13,435-74.2% | $12,624-72.6% |