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 | $268,826 | $159,602+68.4% | $150,045+79.2% | $142,382+88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.00% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,618 | $4,961-47.2% | $4,693-44.2% | $4,299-39.1% |
| Participant deferral / active EE | $7,561 | $8,310-9.0% | $7,997-5.5% | $6,507+16.2% |
| Admin fee / account holder | $10,694 | $14,846-28.0% | $13,435-20.4% | $12,624-15.3% |