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 | $383,726 | $217,402+76.5% | $185,823+106.5% | $167,490+129.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.14% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,472 | $5,873-40.9% | $5,167-32.8% | $4,837-28.2% |
| Participant deferral / active EE | $14,300 | $6,356+125.0% | $5,568+156.8% | $6,341+125.5% |
| Admin fee / account holder | $8,333 | $19,811-57.9% | $16,237-48.7% | $12,309-32.3% |