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 | $254,318 | $198,466+28.1% | $170,442+49.2% | $147,584+72.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.30% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,443 | $6,184-60.5% | $5,433-55.0% | $4,876-49.9% |
| Participant deferral / active EE | $13,877 | $5,629+146.5% | $4,939+180.9% | $5,439+155.2% |
| Admin fee / account holder | $989 | $16,852-94.1% | $13,880-92.9% | $10,885-90.9% |