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 | $268,919 | $197,591+36.1% | $177,821+51.2% | $158,922+69.2% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 32.30% | 58.76%-26.5pp | 48.32%-16.0pp | 302.83%-270.5pp |
| Employer contribution / active EE | $3,912 | $6,697-41.6% | $5,918-33.9% | $4,761-17.8% |
| Participant deferral / active EE | $7,323 | $8,405-12.9% | $7,714-5.1% | $5,982+22.4% |
| Admin fee / account holder | $3,626 | $15,399-76.5% | $12,427-70.8% | $11,246-67.8% |