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 | $303,073 | $217,402+39.4% | $185,823+63.1% | $167,490+80.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.63% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $8,609 | $5,873+46.6% | $5,167+66.6% | $4,837+78.0% |
| Participant deferral / active EE | $6,150 | $6,356-3.2% | $5,568+10.5% | $6,341-3.0% |
| Admin fee / account holder | $16,352 | $19,811-17.5% | $16,237+0.7% | $12,309+32.8% |