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 | $283,025 | $114,381+147.4% | $107,525+163.2% | $142,382+98.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 12.32% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,467 | $4,015-38.6% | $3,754-34.3% | $4,299-42.6% |
| Participant deferral / active EE | $7,541 | $5,564+35.5% | $5,116+47.4% | $6,507+15.9% |
| Admin fee / account holder | $2,397 | $9,860-75.7% | $8,919-73.1% | $12,624-81.0% |