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 | $269,869 | $165,335+63.2% | $149,696+80.3% | $158,922+69.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.10% | 348.15%-318.0pp | 276.60%-246.5pp | 302.83%-272.7pp |
| Employer contribution / active EE | $1,263 | $5,103-75.2% | $4,644-72.8% | $4,761-73.5% |
| Participant deferral / active EE | $13,637 | $7,181+89.9% | $6,842+99.3% | $5,982+128.0% |
| Admin fee / account holder | $2,311 | $10,807-78.6% | $9,309-75.2% | $11,246-79.4% |