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 | $253,010 | $183,963+37.5% | $162,163+56.0% | $152,861+65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.22% | 150.76%-130.5pp | 115.59%-95.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,697 | $6,371-57.7% | $5,614-52.0% | $4,762-43.4% |
| Participant deferral / active EE | $18,998 | $8,034+136.5% | $7,298+160.3% | $5,850+224.7% |
| Admin fee / account holder | $1,142 | $13,121-91.3% | $10,843-89.5% | $11,596-90.2% |