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 | $271,408 | $180,749+50.2% | $160,784+68.8% | $137,256+97.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 14.49% | 2234.46%-2220.0pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,791 | $4,155+15.3% | $3,733+28.3% | $4,156+15.3% |
| Participant deferral / active EE | $9,536 | $6,844+39.3% | $6,293+51.5% | $6,407+48.8% |
| Admin fee / account holder | $3,892 | $10,397-62.6% | $9,717-59.9% | $12,270-68.3% |