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 | $289,645 | $159,602+81.5% | $150,045+93.0% | $142,382+103.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.39% | 70.24%-53.8pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,990 | $4,961-19.6% | $4,693-15.0% | $4,299-7.2% |
| Participant deferral / active EE | $15,226 | $8,310+83.2% | $7,997+90.4% | $6,507+134.0% |
| Admin fee / account holder | $3,722 | $14,846-74.9% | $13,435-72.3% | $12,624-70.5% |