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 | $336,376 | $91,552+267.4% | $133,956+151.1% | $79,858+321.2% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | 18.94% | 61.85%-42.9pp | 45.09%-26.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $929 | $2,384-61.0% | $3,919-76.3% | $2,471-62.4% |
| Participant deferral / active EE | $7,481 | $3,733+100.4% | $5,048+48.2% | $3,740+100.0% |
| Admin fee / account holder | $24,974 | $6,321+295.1% | $8,927+179.8% | $5,306+370.6% |