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 | $251,369 | $159,602+57.5% | $150,045+67.5% | $142,382+76.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 13.44% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,026 | $4,961-39.0% | $4,693-35.5% | $4,299-29.6% |
| Participant deferral / active EE | $7,687 | $8,310-7.5% | $7,997-3.9% | $6,507+18.1% |
| Admin fee / account holder | $69,568 | $14,846+368.6% | $13,435+417.8% | $12,624+451.1% |