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 4-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 | $279,000 | $159,602+74.8% | $150,045+85.9% | $142,382+96.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.12% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,956 | $4,961-60.6% | $4,693-58.3% | $4,299-54.5% |
| Participant deferral / active EE | $6,186 | $8,310-25.6% | $7,997-22.6% | $6,507-4.9% |
| Admin fee / account holder | $438 | $14,846-97.1% | $13,435-96.7% | $12,624-96.5% |