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 | $302,716 | $217,402+39.2% | $185,823+62.9% | $167,490+80.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.44% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,199 | $5,873+5.6% | $5,167+20.0% | $4,837+28.2% |
| Participant deferral / active EE | $4,748 | $6,356-25.3% | $5,568-14.7% | $6,341-25.1% |
| Admin fee / account holder | $6,613 | $19,811-66.6% | $16,237-59.3% | $12,309-46.3% |