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 | $253,392 | $112,096+126.0% | $95,952+164.1% | $158,922+59.4% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 12.95% | 171.09%-158.1pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,022 | $3,198-68.0% | $2,541-59.8% | $4,761-78.5% |
| Participant deferral / active EE | $1,952 | $4,784-59.2% | $4,167-53.1% | $5,982-67.4% |
| Admin fee / account holder | $2,019 | $10,130-80.1% | $6,795-70.3% | $11,246-82.0% |