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 | $330,282 | $176,056+87.6% | $159,436+107.2% | $167,490+97.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.95% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,507 | $5,297-14.9% | $4,829-6.7% | $4,837-6.8% |
| Participant deferral / active EE | $8,905 | $7,750+14.9% | $7,352+21.1% | $6,341+40.4% |
| Admin fee / account holder | $3,453 | $12,554-72.5% | $10,799-68.0% | $12,309-71.9% |