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 | $325,644 | $159,602+104.0% | $150,045+117.0% | $142,382+128.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.70% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,091 | $4,961-57.9% | $4,693-55.5% | $4,299-51.4% |
| Participant deferral / active EE | $6,637 | $8,310-20.1% | $7,997-17.0% | $6,507+2.0% |
| Admin fee / account holder | $695 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |