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 | $320,296 | $217,402+47.3% | $185,823+72.4% | $167,490+91.2% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 14.16% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,583 | $5,873-22.0% | $5,167-11.3% | $4,837-5.3% |
| Participant deferral / active EE | $6,350 | $6,356-0.1% | $5,568+14.0% | $6,341+0.1% |
| Admin fee / account holder | $1,772 | $19,811-91.1% | $16,237-89.1% | $12,309-85.6% |