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 | $271,739 | $198,466+36.9% | $170,442+59.4% | $147,584+84.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.53% | 257.29%-237.8pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $5,547 | $6,184-10.3% | $5,433+2.1% | $4,876+13.8% |
| Participant deferral / active EE | $5,059 | $5,629-10.1% | $4,939+2.4% | $5,439-7.0% |
| Admin fee / account holder | $5,215 | $16,852-69.1% | $13,880-62.4% | $10,885-52.1% |