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 | $272,962 | $217,402+25.6% | $185,823+46.9% | $167,490+63.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.50% | 148.36%-131.9pp | 122.05%-105.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $5,744 | $5,873-2.2% | $5,167+11.2% | $4,837+18.7% |
| Participant deferral / active EE | $7,317 | $6,356+15.1% | $5,568+31.4% | $6,341+15.4% |
| Admin fee / account holder | $13,979 | $19,811-29.4% | $16,237-13.9% | $12,309+13.6% |