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 | $289,022 | $209,411+38.0% | $178,490+61.9% | $158,922+81.9% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 15.63% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,331 | $5,706-59.1% | $5,011-53.5% | $4,761-51.0% |
| Participant deferral / active EE | $6,245 | $5,954+4.9% | $5,202+20.1% | $5,982+4.4% |
| Admin fee / account holder | $716 | $17,074-95.8% | $13,984-94.9% | $11,246-93.6% |