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 | $304,418 | $217,402+40.0% | $185,823+63.8% | $167,490+81.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.61% | 148.36%-137.8pp | 122.05%-111.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $7,582 | $5,873+29.1% | $5,167+46.7% | $4,837+56.7% |
| Participant deferral / active EE | $8,996 | $6,356+41.5% | $5,568+61.6% | $6,341+41.9% |
| Admin fee / account holder | $8,386 | $19,811-57.7% | $16,237-48.4% | $12,309-31.9% |