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 | $369,830 | $198,466+86.3% | $170,442+117.0% | $147,584+150.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.47% | 257.29%-235.8pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,829 | $6,184-70.4% | $5,433-66.3% | $4,876-62.5% |
| Participant deferral / active EE | $4,886 | $5,629-13.2% | $4,939-1.1% | $5,439-10.2% |
| Admin fee / account holder | $9,106 | $16,852-46.0% | $13,880-34.4% | $10,885-16.3% |