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 | $365,803 | $99,877+266.3% | $84,966+330.5% | $145,922+150.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.34% | 83.76%-68.4pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,203 | $3,231-0.9% | $2,727+17.4% | $4,660-31.3% |
| Participant deferral / active EE | $8,790 | $5,291+66.2% | $4,519+94.5% | $6,688+31.4% |
| Admin fee / account holder | $1,657 | $7,248-77.1% | $6,149-73.1% | $13,397-87.6% |