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 | $325,076 | $217,402+49.5% | $185,823+74.9% | $167,490+94.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.07% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,717 | $5,873-53.7% | $5,167-47.4% | $4,837-43.8% |
| Participant deferral / active EE | $13,077 | $6,356+105.7% | $5,568+134.9% | $6,341+106.2% |
| Admin fee / account holder | $1,538 | $19,811-92.2% | $16,237-90.5% | $12,309-87.5% |