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 | $259,528 | $201,272+28.9% | $184,203+40.9% | $145,922+77.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.05% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,497 | $7,022-78.7% | $6,427-76.7% | $4,660-67.9% |
| Participant deferral / active EE | $4,357 | $9,806-55.6% | $9,131-52.3% | $6,688-34.8% |
| Admin fee / account holder | $33,531 | $16,364+104.9% | $13,901+141.2% | $13,397+150.3% |