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 | $260,351 | $165,335+57.5% | $149,696+73.9% | $158,922+63.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.01% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,217 | $5,103-76.2% | $4,644-73.8% | $4,761-74.4% |
| Participant deferral / active EE | $5,501 | $7,181-23.4% | $6,842-19.6% | $5,982-8.0% |
| Admin fee / account holder | $2,356 | $10,807-78.2% | $9,309-74.7% | $11,246-79.1% |