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 | $261,814 | $201,272+30.1% | $184,203+42.1% | $145,922+79.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 87.49% | 29.00%+58.5pp | 28.81%+58.7pp | 561.29%-473.8pp |
| Employer contribution / active EE | $1,880 | $7,022-73.2% | $6,427-70.8% | $4,660-59.7% |
| Participant deferral / active EE | $4,947 | $9,806-49.5% | $9,131-45.8% | $6,688-26.0% |
| Admin fee / account holder | $1,290 | $16,364-92.1% | $13,901-90.7% | $13,397-90.4% |