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 | $255,594 | $226,064+13.1% | $182,532+40.0% | $152,861+67.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.51% | 192.51%-166.0pp | 148.54%-122.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,000 | $4,978-59.8% | $4,076-50.9% | $4,762-58.0% |
| Participant deferral / active EE | $3,200 | $6,368-49.7% | $5,524-42.1% | $5,850-45.3% |
| Admin fee / account holder | $8,772 | $10,703-18.0% | $8,592+2.1% | $11,596-24.4% |