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 | $621,664 | $107,934+476.0% | $91,989+575.8% | $152,861+306.7% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 16.53% | 89.24%-72.7pp | 69.02%-52.5pp | 345.32%-328.8pp |
| Employer contribution / active EE | $733 | $4,210-82.6% | $3,452-78.8% | $4,762-84.6% |
| Participant deferral / active EE | $2,693 | $6,364-57.7% | $5,923-54.5% | $5,850-54.0% |
| Admin fee / account holder | $29,685 | $10,520+182.2% | $7,743+283.4% | $11,596+156.0% |