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 | $289,135 | $209,411+38.1% | $178,490+62.0% | $158,922+81.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.40% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,685 | $5,706-17.9% | $5,011-6.5% | $4,761-1.6% |
| Participant deferral / active EE | $3,794 | $5,954-36.3% | $5,202-27.1% | $5,982-36.6% |
| Admin fee / account holder | $2,846 | $17,074-83.3% | $13,984-79.7% | $11,246-74.7% |