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 | $367,182 | $157,256+133.5% | $141,162+160.1% | $152,861+140.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 24.89% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $6,895 | $5,261+31.1% | $4,735+45.6% | $4,762+44.8% |
| Participant deferral / active EE | $9,801 | $7,109+37.9% | $6,709+46.1% | $5,850+67.5% |
| Admin fee / account holder | $6,732 | $12,120-44.5% | $10,261-34.4% | $11,596-41.9% |