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 | $251,426 | $217,402+15.7% | $185,823+35.3% | $167,490+50.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.41% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,227 | $5,873-28.0% | $5,167-18.2% | $4,837-12.6% |
| Participant deferral / active EE | $11,137 | $6,356+75.2% | $5,568+100.0% | $6,341+75.6% |
| Admin fee / account holder | $3,475 | $19,811-82.5% | $16,237-78.6% | $12,309-71.8% |