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 | $270,458 | $183,519+47.4% | $155,509+73.9% | $145,922+85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $5,584 | $5,313+5.1% | $4,672+19.5% | $4,660+19.8% |
| Participant deferral / active EE | $6,574 | $6,462+1.7% | $5,626+16.9% | $6,688-1.7% |
| Admin fee / account holder | $17,411 | $19,313-9.9% | $15,912+9.4% | $13,397+30.0% |