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 | $290,203 | $148,534+95.4% | $135,903+113.5% | $139,434+108.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.97% | 79.19%-66.2pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,003 | $5,243-61.8% | $4,856-58.7% | $4,751-57.8% |
| Participant deferral / active EE | $5,938 | $8,100-26.7% | $7,758-23.5% | $6,710-11.5% |
| Admin fee / account holder | $712 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |