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 | $305,002 | $80,968+276.7% | $96,544+215.9% | $75,163+305.8% |
| Participation rate | 73.8% | 71.8%+2.1pp | 76.0%-2.1pp | 67.2%+6.7pp |
| Annual return | 15.16% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,074 | $2,282-9.1% | $2,965-30.0% | $2,670-22.3% |
| Participant deferral / active EE | $2,543 | $3,928-35.3% | $4,851-47.6% | $4,125-38.4% |
| Admin fee / account holder | $37,173 | $6,724+452.8% | $8,252+350.5% | $5,651+557.8% |