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 | $288,206 | $133,922+115.2% | $116,228+148.0% | $142,382+102.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.50% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,161 | $3,446-8.3% | $2,994+5.6% | $4,299-26.5% |
| Participant deferral / active EE | $6,210 | $5,672+9.5% | $4,953+25.4% | $6,507-4.6% |
| Admin fee / account holder | $3,508 | $14,945-76.5% | $11,989-70.7% | $12,624-72.2% |