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 | $280,267 | $217,402+28.9% | $185,823+50.8% | $167,490+67.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.97% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,058 | $5,873-65.0% | $5,167-60.2% | $4,837-57.5% |
| Participant deferral / active EE | $2,763 | $6,356-56.5% | $5,568-50.4% | $6,341-56.4% |
| Admin fee / account holder | $1,047 | $19,811-94.7% | $16,237-93.6% | $12,309-91.5% |