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 | $274,490 | $217,402+26.3% | $185,823+47.7% | $167,490+63.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.30% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,978 | $5,873-15.2% | $5,167-3.7% | $4,837+2.9% |
| Participant deferral / active EE | $9,053 | $6,356+42.4% | $5,568+62.6% | $6,341+42.8% |
| Admin fee / account holder | $2,092 | $19,811-89.4% | $16,237-87.1% | $12,309-83.0% |