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 | $263,800 | $91,552+188.1% | $133,956+96.9% | $79,858+230.3% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 19.66% | 61.85%-42.2pp | 45.09%-25.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,857 | $3,733+83.7% | $5,048+35.8% | $3,740+83.3% |
| Admin fee / account holder | $34,191 | $6,321+440.9% | $8,927+283.0% | $5,306+544.3% |