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 | $300,410 | $183,963+63.3% | $162,163+85.3% | $152,861+96.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.53% | 150.76%-135.2pp | 115.59%-100.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $4,657 | $6,371-26.9% | $5,614-17.0% | $4,762-2.2% |
| Participant deferral / active EE | $8,209 | $8,034+2.2% | $7,298+12.5% | $5,850+40.3% |
| Admin fee / account holder | $6,032 | $13,121-54.0% | $10,843-44.4% | $11,596-48.0% |