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 | $255,554 | $179,726+42.2% | $156,263+63.5% | $142,382+79.5% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 13.71% | 77.86%-64.1pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,407 | $6,956-22.3% | $6,158-12.2% | $6,507-16.9% |
| Admin fee / account holder | $51,822 | $17,272+200.0% | $14,255+263.5% | $12,624+310.5% |