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 | $295,457 | $176,812+67.1% | $146,665+101.5% | $167,490+76.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.40% | 24.03%-6.6pp | 22.74%-5.3pp | 478.56%-461.2pp |
| Employer contribution / active EE | $4,543 | $5,160-12.0% | $4,136+9.8% | $4,837-6.1% |
| Participant deferral / active EE | $6,085 | $6,440-5.5% | $5,506+10.5% | $6,341-4.0% |
| Admin fee / account holder | $14,822 | $13,259+11.8% | $10,280+44.2% | $12,309+20.4% |