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 | $340,440 | $179,726+89.4% | $156,263+117.9% | $142,382+139.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.88% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,324 | $5,069-14.7% | $4,333-0.2% | $4,299+0.6% |
| Participant deferral / active EE | $15,462 | $6,956+122.3% | $6,158+151.1% | $6,507+137.6% |
| Admin fee / account holder | $15,648 | $17,272-9.4% | $14,255+9.8% | $12,624+24.0% |