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 | $250,910 | $175,202+43.2% | $149,673+67.6% | $139,434+79.9% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 13.29% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,844 | $5,474-48.0% | $4,818-41.0% | $4,751-40.1% |
| Participant deferral / active EE | $11,044 | $6,519+69.4% | $5,680+94.4% | $6,710+64.6% |
| Admin fee / account holder | $375 | $16,150-97.7% | $13,210-97.2% | $11,403-96.7% |