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 | $259,489 | $176,056+47.4% | $159,436+62.8% | $167,490+54.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,875 | $5,297-45.7% | $4,829-40.5% | $4,837-40.6% |
| Participant deferral / active EE | $4,827 | $7,750-37.7% | $7,352-34.4% | $6,341-23.9% |
| Admin fee / account holder | $9,181 | $12,554-26.9% | $10,799-15.0% | $12,309-25.4% |