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 | $267,069 | $217,402+22.8% | $185,823+43.7% | $167,490+59.5% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 14.44% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,108 | $5,873-47.1% | $5,167-39.9% | $4,837-35.8% |
| Participant deferral / active EE | $7,139 | $6,356+12.3% | $5,568+28.2% | $6,341+12.6% |
| Admin fee / account holder | $2,325 | $19,811-88.3% | $16,237-85.7% | $12,309-81.1% |