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 | $303,020 | $154,228+96.5% | $145,433+108.4% | $137,256+120.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.73% | 74.59%-57.9pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $15,320 | $4,804+218.9% | $4,554+236.4% | $4,156+268.6% |
| Participant deferral / active EE | $9,980 | $8,216+21.5% | $7,897+26.4% | $6,407+55.8% |
| Admin fee / account holder | $11,032 | $14,344-23.1% | $13,129-16.0% | $12,270-10.1% |