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 | $257,679 | $73,933+248.5% | $96,683+166.5% | $75,163+242.8% |
| Participation rate | 81.4% | 66.4%+14.9pp | 74.3%+7.0pp | 67.2%+14.2pp |
| Annual return | 18.18% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $802 | $2,928-72.6% | $3,737-78.5% | $2,670-70.0% |
| Participant deferral / active EE | $9,724 | $3,659+165.8% | $4,878+99.3% | $4,125+135.7% |
| Admin fee / account holder | $7,621 | $5,216+46.1% | $6,730+13.3% | $5,651+34.9% |