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 | $377,051 | $88,751+324.8% | $81,812+360.9% | $145,922+158.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.80% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,852 | $3,083-39.9% | $2,912-36.4% | $4,660-60.3% |
| Participant deferral / active EE | $9,347 | $4,643+101.3% | $4,319+116.4% | $6,688+39.8% |
| Admin fee / account holder | $5,206 | $8,415-38.1% | $7,386-29.5% | $13,397-61.1% |