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 | $276,440 | $124,319+122.4% | $111,297+148.4% | $167,490+65.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 12.35% | 37.44%-25.1pp | 54.65%-42.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,028 | $3,435-41.0% | $2,731-25.7% | $4,837-58.1% |
| Participant deferral / active EE | $7,756 | $5,180+49.7% | $4,487+72.8% | $6,341+22.3% |
| Admin fee / account holder | $5,226 | $10,618-50.8% | $7,964-34.4% | $12,309-57.5% |