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 | $315,320 | $217,402+45.0% | $185,823+69.7% | $167,490+88.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.95% | 148.36%-127.4pp | 122.05%-101.1pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,210 | $5,873-62.4% | $5,167-57.2% | $4,837-54.3% |
| Participant deferral / active EE | $6,027 | $6,356-5.2% | $5,568+8.2% | $6,341-5.0% |
| Admin fee / account holder | $2,886 | $19,811-85.4% | $16,237-82.2% | $12,309-76.6% |