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 | $310,934 | $176,812+75.9% | $146,665+112.0% | $167,490+85.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 21.69% | 24.03%-2.3pp | 22.74%-1.1pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,708 | $5,160-66.9% | $4,136-58.7% | $4,837-64.7% |
| Participant deferral / active EE | $4,795 | $6,440-25.5% | $5,506-12.9% | $6,341-24.4% |
| Admin fee / account holder | $1,329 | $13,259-90.0% | $10,280-87.1% | $12,309-89.2% |