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 | $264,541 | $209,411+26.3% | $178,490+48.2% | $158,922+66.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.28% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,629 | $5,706-18.9% | $5,011-7.6% | $4,761-2.8% |
| Participant deferral / active EE | $3,295 | $5,954-44.7% | $5,202-36.7% | $5,982-44.9% |
| Admin fee / account holder | $1,090 | $17,074-93.6% | $13,984-92.2% | $11,246-90.3% |