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 | $251,598 | $175,202+43.6% | $149,673+68.1% | $139,434+80.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 23.01% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,385 | $5,474-56.4% | $4,818-50.5% | $4,751-49.8% |
| Participant deferral / active EE | $7,033 | $6,519+7.9% | $5,680+23.8% | $6,710+4.8% |
| Admin fee / account holder | $835 | $16,150-94.8% | $13,210-93.7% | $11,403-92.7% |