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 | $258,709 | $133,922+93.2% | $116,228+122.6% | $142,382+81.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 14.76% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,325 | $3,446-32.5% | $2,994-22.4% | $4,299-45.9% |
| Participant deferral / active EE | $4,158 | $5,672-26.7% | $4,953-16.1% | $6,507-36.1% |
| Admin fee / account holder | $2,068 | $14,945-86.2% | $11,989-82.8% | $12,624-83.6% |