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 | $324,703 | $217,402+49.4% | $185,823+74.7% | $167,490+93.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.02% | 148.36%-126.3pp | 122.05%-100.0pp | 478.56%-456.5pp |
| Employer contribution / active EE | $4,104 | $5,873-30.1% | $5,167-20.6% | $4,837-15.2% |
| Participant deferral / active EE | $2,828 | $6,356-55.5% | $5,568-49.2% | $6,341-55.4% |
| Admin fee / account holder | $23,223 | $19,811+17.2% | $16,237+43.0% | $12,309+88.7% |