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 | $318,677 | $228,332+39.6% | $185,823+71.5% | $158,922+100.5% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 13.29% | 40.80%-27.5pp | 35.95%-22.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $641 | $4,967-87.1% | $4,087-84.3% | $4,761-86.5% |
| Participant deferral / active EE | $11,334 | $6,415+76.7% | $5,632+101.2% | $5,982+89.5% |
| Admin fee / account holder | $723 | $11,864-93.9% | $9,500-92.4% | $11,246-93.6% |