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 | $299,410 | $148,534+101.6% | $135,903+120.3% | $139,434+114.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.58% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,769 | $5,243-66.3% | $4,856-63.6% | $4,751-62.8% |
| Participant deferral / active EE | $6,357 | $8,100-21.5% | $7,758-18.1% | $6,710-5.3% |
| Admin fee / account holder | $1,414 | $12,400-88.6% | $10,762-86.9% | $11,403-87.6% |