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 | $326,436 | $197,591+65.2% | $177,821+83.6% | $158,922+105.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 39.21% | 58.76%-19.6pp | 48.32%-9.1pp | 302.83%-263.6pp |
| Employer contribution / active EE | $7,851 | $6,697+17.2% | $5,918+32.7% | $4,761+64.9% |
| Participant deferral / active EE | $5,114 | $8,405-39.2% | $7,714-33.7% | $5,982-14.5% |
| Admin fee / account holder | $5,338 | $15,399-65.3% | $12,427-57.0% | $11,246-52.5% |