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 | $487,609 | $183,592+165.6% | $155,567+213.4% | $145,959+234.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 22.27% | 61.24%-39.0pp | 64.74%-42.5pp | 561.95%-539.7pp |
| Employer contribution / active EE | $2,808 | $5,315-47.2% | $4,674-39.9% | $4,661-39.7% |
| Participant deferral / active EE | $8,100 | $6,464+25.3% | $5,628+43.9% | $6,689+21.1% |
| Admin fee / account holder | $3,112 | $19,318-83.9% | $15,916-80.4% | $13,398-76.8% |