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 | $251,901 | $103,376+143.7% | $87,100+189.2% | $152,861+64.8% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 26.45% | 28.10%-1.6pp | 28.19%-1.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,046 | $3,220-36.5% | $2,521-18.9% | $4,762-57.0% |
| Participant deferral / active EE | $5,335 | $4,778+11.7% | $4,049+31.8% | $5,850-8.8% |
| Admin fee / account holder | $1,124 | $12,205-90.8% | $7,497-85.0% | $11,596-90.3% |