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 | $252,712 | $176,812+42.9% | $146,665+72.3% | $167,490+50.9% |
| Participation rate | 85.0% | 83.6%+1.4pp | 80.1%+4.9pp | 82.1%+2.9pp |
| Annual return | 13.94% | 24.03%-10.1pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,228 | $5,160-76.2% | $4,136-70.3% | $4,837-74.6% |
| Participant deferral / active EE | $3,000 | $6,440-53.4% | $5,506-45.5% | $6,341-52.7% |
| Admin fee / account holder | $10,151 | $13,259-23.4% | $10,280-1.3% | $12,309-17.5% |