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 | $296,844 | $198,466+49.6% | $170,442+74.2% | $147,584+101.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.57% | 257.29%-245.7pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $4,720 | $6,184-23.7% | $5,433-13.1% | $4,876-3.2% |
| Participant deferral / active EE | $6,842 | $5,629+21.5% | $4,939+38.5% | $5,439+25.8% |
| Admin fee / account holder | $4,159 | $16,852-75.3% | $13,880-70.0% | $10,885-61.8% |