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 | $291,986 | $217,402+34.3% | $185,823+57.1% | $167,490+74.3% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 14.32% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,021 | $6,356-5.3% | $5,568+8.1% | $6,341-5.0% |
| Admin fee / account holder | $12,451 | $19,811-37.1% | $16,237-23.3% | $12,309+1.2% |