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 | $319,105 | $201,272+58.5% | $184,203+73.2% | $145,922+118.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 27.16% | 29.00%-1.8pp | 28.81%-1.7pp | 561.29%-534.1pp |
| Employer contribution / active EE | $4,785 | $7,022-31.9% | $6,427-25.6% | $4,660+2.7% |
| Participant deferral / active EE | $10,098 | $9,806+3.0% | $9,131+10.6% | $6,688+51.0% |
| Admin fee / account holder | $917 | $16,364-94.4% | $13,901-93.4% | $13,397-93.2% |