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 | $292,392 | $226,064+29.3% | $182,532+60.2% | $152,861+91.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.31% | 192.51%-178.2pp | 148.54%-134.2pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,212 | $4,978-55.6% | $4,076-45.7% | $4,762-53.6% |
| Participant deferral / active EE | $4,561 | $6,368-28.4% | $5,524-17.4% | $5,850-22.0% |
| Admin fee / account holder | $18,858 | $10,703+76.2% | $8,592+119.5% | $11,596+62.6% |