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 | $274,266 | $171,164+60.2% | $127,761+114.7% | $152,861+79.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.0%-4.0pp | 82.4%-7.4pp |
| Annual return | 17.81% | 23.54%-5.7pp | 26.14%-8.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,782 | $5,447-67.3% | $4,574-61.0% | $4,762-62.6% |
| Participant deferral / active EE | $7,057 | $7,038+0.3% | $6,021+17.2% | $5,850+20.6% |
| Admin fee / account holder | $719 | $14,530-95.0% | $9,395-92.3% | $11,596-93.8% |