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 | $280,956 | $177,572+58.2% | $154,803+81.5% | $142,382+97.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.35% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,377 | $4,810+11.8% | $4,305+24.9% | $4,299+25.1% |
| Participant deferral / active EE | $3,956 | $6,272-36.9% | $5,540-28.6% | $6,507-39.2% |
| Admin fee / account holder | $2,334 | $16,786-86.1% | $14,329-83.7% | $12,624-81.5% |