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 | $254,788 | $198,466+28.4% | $170,442+49.5% | $147,584+72.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.15% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,173 | $6,184-32.5% | $5,433-23.2% | $4,876-14.4% |
| Participant deferral / active EE | $2,931 | $5,629-47.9% | $4,939-40.7% | $5,439-46.1% |
| Admin fee / account holder | $17,230 | $16,852+2.2% | $13,880+24.1% | $10,885+58.3% |