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 | $254,133 | $112,096+126.7% | $95,952+164.9% | $158,922+59.9% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 9.36% | 171.09%-161.7pp | 91.61%-82.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $649 | $3,198-79.7% | $2,541-74.4% | $4,761-86.4% |
| Participant deferral / active EE | $5,605 | $4,784+17.2% | $4,167+34.5% | $5,982-6.3% |
| Admin fee / account holder | $48,624 | $10,130+380.0% | $6,795+615.5% | $11,246+332.4% |