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 | $371,471 | $209,832+77.0% | $189,513+96.0% | $167,490+121.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.54% | 748.27%-726.7pp | 555.15%-533.6pp | 478.56%-457.0pp |
| Employer contribution / active EE | $2,201 | $6,914-68.2% | $6,162-64.3% | $4,837-54.5% |
| Participant deferral / active EE | $7,901 | $8,935-11.6% | $8,221-3.9% | $6,341+24.6% |
| Admin fee / account holder | $4,320 | $14,293-69.8% | $12,045-64.1% | $12,309-64.9% |