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 | $354,250 | $217,402+62.9% | $185,823+90.6% | $167,490+111.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.38% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,052 | $5,873-65.1% | $5,167-60.3% | $4,837-57.6% |
| Participant deferral / active EE | $7,388 | $6,356+16.2% | $5,568+32.7% | $6,341+16.5% |
| Admin fee / account holder | $21,798 | $19,811+10.0% | $16,237+34.2% | $12,309+77.1% |