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 | $280,319 | $88,751+215.8% | $81,812+242.6% | $145,922+92.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.80% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,337 | $3,083-24.2% | $2,912-19.7% | $4,660-49.8% |
| Participant deferral / active EE | $3,125 | $4,643-32.7% | $4,319-27.6% | $6,688-53.3% |
| Admin fee / account holder | $4,242 | $8,415-49.6% | $7,386-42.6% | $13,397-68.3% |