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 | $306,712 | $165,335+85.5% | $149,696+104.9% | $158,922+93.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.40% | 348.15%-337.8pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,018 | $5,103-80.0% | $4,644-78.1% | $4,761-78.6% |
| Participant deferral / active EE | $7,056 | $7,181-1.7% | $6,842+3.1% | $5,982+17.9% |
| Admin fee / account holder | $258,917 | $10,807+2295.9% | $9,309+2681.5% | $11,246+2202.4% |