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 | $250,275 | $183,963+36.0% | $162,163+54.3% | $152,861+63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.92% | 150.76%-132.8pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,919 | $6,371-54.2% | $5,614-48.0% | $4,762-38.7% |
| Participant deferral / active EE | $6,588 | $8,034-18.0% | $7,298-9.7% | $5,850+12.6% |
| Admin fee / account holder | $3,830 | $13,121-70.8% | $10,843-64.7% | $11,596-67.0% |