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 | $318,056 | $159,602+99.3% | $150,045+112.0% | $142,382+123.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.09% | 70.24%-54.1pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,932 | $4,961-20.7% | $4,693-16.2% | $4,299-8.5% |
| Participant deferral / active EE | $7,763 | $8,310-6.6% | $7,997-2.9% | $6,507+19.3% |
| Admin fee / account holder | $16,236 | $14,846+9.4% | $13,435+20.8% | $12,624+28.6% |