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 | $250,098 | $159,602+56.7% | $150,045+66.7% | $142,382+75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.46% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,993 | $4,961-19.5% | $4,693-14.9% | $4,299-7.1% |
| Participant deferral / active EE | $14,865 | $8,310+78.9% | $7,997+85.9% | $6,507+128.4% |
| Admin fee / account holder | $7,404 | $14,846-50.1% | $13,435-44.9% | $12,624-41.3% |