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 | $256,559 | $126,574+102.7% | $106,213+141.6% | $145,922+75.8% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 19.12% | 224.79%-205.7pp | 116.14%-97.0pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,650 | $3,730-55.8% | $3,171-48.0% | $4,660-64.6% |
| Participant deferral / active EE | $4,286 | $5,724-25.1% | $5,016-14.5% | $6,688-35.9% |
| Admin fee / account holder | $5,392 | $17,304-68.8% | $11,033-51.1% | $13,397-59.7% |