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 | $266,706 | $159,602+67.1% | $150,045+77.8% | $142,382+87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.66% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,821 | $4,961-23.0% | $4,693-18.6% | $4,299-11.1% |
| Participant deferral / active EE | $6,661 | $8,310-19.8% | $7,997-16.7% | $6,507+2.4% |
| Admin fee / account holder | $7,666 | $14,846-48.4% | $13,435-42.9% | $12,624-39.3% |