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 | $270,887 | $176,812+53.2% | $146,665+84.7% | $167,490+61.7% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 17.27% | 24.03%-6.8pp | 22.74%-5.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,378 | $5,160-15.1% | $4,136+5.9% | $4,837-9.5% |
| Participant deferral / active EE | $6,126 | $6,440-4.9% | $5,506+11.3% | $6,341-3.4% |
| Admin fee / account holder | $5,566 | $13,259-58.0% | $10,280-45.9% | $12,309-54.8% |