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 | $253,799 | $217,402+16.7% | $185,823+36.6% | $167,490+51.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.43% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,829 | $5,873-68.9% | $5,167-64.6% | $4,837-62.2% |
| Participant deferral / active EE | $6,168 | $6,356-3.0% | $5,568+10.8% | $6,341-2.7% |
| Admin fee / account holder | $6,922 | $19,811-65.1% | $16,237-57.4% | $12,309-43.8% |