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 | $253,535 | $198,466+27.7% | $170,442+48.8% | $147,584+71.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 14.48% | 257.29%-242.8pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,620 | $6,184-73.8% | $5,433-70.2% | $4,876-66.8% |
| Participant deferral / active EE | $7,364 | $5,629+30.8% | $4,939+49.1% | $5,439+35.4% |
| Admin fee / account holder | $596 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |