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 | $338,621 | $159,901+111.8% | $146,958+130.4% | $145,922+132.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.16% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,878 | $5,286-26.6% | $4,933-21.4% | $4,660-16.8% |
| Participant deferral / active EE | $10,860 | $8,428+28.9% | $8,070+34.6% | $6,688+62.4% |
| Admin fee / account holder | $7,304 | $15,044-51.4% | $12,998-43.8% | $13,397-45.5% |