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 | $259,598 | $176,056+47.5% | $159,436+62.8% | $167,490+55.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.49% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,415 | $5,297-35.5% | $4,829-29.3% | $4,837-29.4% |
| Participant deferral / active EE | $11,956 | $7,750+54.3% | $7,352+62.6% | $6,341+88.5% |
| Admin fee / account holder | $22,911 | $12,554+82.5% | $10,799+112.2% | $12,309+86.1% |