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 | $311,567 | $157,256+98.1% | $141,162+120.7% | $152,861+103.8% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 27.95% | 64.32%-36.4pp | 71.39%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,877 | $5,261-64.3% | $4,735-60.4% | $4,762-60.6% |
| Participant deferral / active EE | $7,877 | $7,109+10.8% | $6,709+17.4% | $5,850+34.6% |
| Admin fee / account holder | $27,785 | $12,120+129.2% | $10,261+170.8% | $11,596+139.6% |