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 | $358,462 | $198,466+80.6% | $170,442+110.3% | $147,584+142.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.24% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,235 | $6,184-31.5% | $5,433-22.0% | $4,876-13.2% |
| Participant deferral / active EE | $15,050 | $5,629+167.3% | $4,939+204.7% | $5,439+176.7% |
| Admin fee / account holder | $3,795 | $16,852-77.5% | $13,880-72.7% | $10,885-65.1% |