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 | $368,075 | $176,056+109.1% | $159,436+130.9% | $167,490+119.8% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 16.28% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,132 | $7,750+43.6% | $7,352+51.4% | $6,341+75.6% |
| Admin fee / account holder | $1,092 | $12,554-91.3% | $10,799-89.9% | $12,309-91.1% |