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 | $302,312 | $159,602+89.4% | $150,045+101.5% | $142,382+112.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.79% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,065 | $4,961-58.4% | $4,693-56.0% | $4,299-52.0% |
| Participant deferral / active EE | $3,341 | $8,310-59.8% | $7,997-58.2% | $6,507-48.7% |
| Admin fee / account holder | $13,445 | $14,846-9.4% | $13,435+0.1% | $12,624+6.5% |