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 | $294,637 | $198,466+48.5% | $170,442+72.9% | $147,584+99.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.60% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,273 | $6,184-30.9% | $5,433-21.4% | $4,876-12.4% |
| Participant deferral / active EE | $10,007 | $5,629+77.8% | $4,939+102.6% | $5,439+84.0% |
| Admin fee / account holder | $12,140 | $16,852-28.0% | $13,880-12.5% | $10,885+11.5% |