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 | $274,381 | $183,963+49.1% | $162,163+69.2% | $152,861+79.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.88% | 150.76%-135.9pp | 115.59%-100.7pp | 345.32%-330.4pp |
| Employer contribution / active EE | $3,691 | $6,371-42.1% | $5,614-34.2% | $4,762-22.5% |
| Participant deferral / active EE | $6,466 | $8,034-19.5% | $7,298-11.4% | $5,850+10.5% |
| Admin fee / account holder | $7,604 | $13,121-42.1% | $10,843-29.9% | $11,596-34.4% |