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 | $325,589 | $176,056+84.9% | $159,436+104.2% | $167,490+94.4% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 16.72% | 331.75%-315.0pp | 263.57%-246.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,090 | $5,297-60.5% | $4,829-56.7% | $4,837-56.8% |
| Participant deferral / active EE | $7,622 | $7,750-1.7% | $7,352+3.7% | $6,341+20.2% |
| Admin fee / account holder | $60,608 | $12,554+382.8% | $10,799+461.3% | $12,309+392.4% |