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 | $253,304 | $157,256+61.1% | $141,162+79.4% | $152,861+65.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 17.50% | 64.32%-46.8pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,755 | $5,261-66.6% | $4,735-62.9% | $4,762-63.2% |
| Participant deferral / active EE | $5,091 | $7,109-28.4% | $6,709-24.1% | $5,850-13.0% |
| Admin fee / account holder | $98,897 | $12,120+716.0% | $10,261+863.8% | $11,596+752.8% |