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 | $264,071 | $176,056+50.0% | $159,436+65.6% | $167,490+57.7% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.83% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,794 | $5,297-66.1% | $4,829-62.8% | $4,837-62.9% |
| Participant deferral / active EE | $5,329 | $7,750-31.2% | $7,352-27.5% | $6,341-16.0% |
| Admin fee / account holder | $2,926 | $12,554-76.7% | $10,799-72.9% | $12,309-76.2% |