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 | $272,702 | $198,466+37.4% | $170,442+60.0% | $147,584+84.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.16% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $3,674 | $6,184-40.6% | $5,433-32.4% | $4,876-24.7% |
| Participant deferral / active EE | $4,836 | $5,629-14.1% | $4,939-2.1% | $5,439-11.1% |
| Admin fee / account holder | $27,487 | $16,852+63.1% | $13,880+98.0% | $10,885+152.5% |