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 | $300,499 | $159,602+88.3% | $150,045+100.3% | $142,382+111.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.90% | 70.24%-56.3pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,912 | $4,961-41.3% | $4,693-38.0% | $4,299-32.3% |
| Participant deferral / active EE | $14,169 | $8,310+70.5% | $7,997+77.2% | $6,507+117.7% |
| Admin fee / account holder | $2,052 | $14,846-86.2% | $13,435-84.7% | $12,624-83.7% |