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 | $178,174+43.4% | $156,181+63.6% | $137,256+86.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 13.71% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,407 | $6,888-21.5% | $6,132-11.8% | $6,407-15.6% |
| Admin fee / account holder | $51,822 | $17,404+197.8% | $14,586+255.3% | $12,270+322.3% |