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 | $383,233 | $165,984+130.9% | $164,813+132.5% | $145,922+162.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 18.52% | 100.03%-81.5pp | 69.93%-51.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,333 | $5,273-74.7% | $4,341-69.3% | $4,660-71.4% |
| Participant deferral / active EE | $4,291 | $6,959-38.3% | $6,031-28.9% | $6,688-35.8% |
| Admin fee / account holder | $1,803 | $16,648-89.2% | $12,690-85.8% | $13,397-86.5% |