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 | $271,882 | $175,202+55.2% | $149,673+81.7% | $139,434+95.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,561 | $5,474-53.2% | $4,818-46.8% | $4,751-46.1% |
| Participant deferral / active EE | $7,075 | $6,519+8.5% | $5,680+24.6% | $6,710+5.4% |
| Admin fee / account holder | $308,522 | $16,150+1810.3% | $13,210+2235.6% | $11,403+2605.7% |