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 | $288,118 | $159,602+80.5% | $150,045+92.0% | $142,382+102.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 48.17% | 70.24%-22.1pp | 62.55%-14.4pp | 217.08%-168.9pp |
| Employer contribution / active EE | $2,407 | $4,961-51.5% | $4,693-48.7% | $4,299-44.0% |
| Participant deferral / active EE | $15,949 | $8,310+91.9% | $7,997+99.4% | $6,507+145.1% |
| Admin fee / account holder | $998 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |