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 | $293,850 | $197,591+48.7% | $177,821+65.3% | $158,922+84.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 20.23% | 58.76%-38.5pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,080 | $6,697-68.9% | $5,918-64.9% | $4,761-56.3% |
| Participant deferral / active EE | $5,208 | $8,405-38.0% | $7,714-32.5% | $5,982-12.9% |
| Admin fee / account holder | $2,166 | $15,399-85.9% | $12,427-82.6% | $11,246-80.7% |