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 | $252,009 | $133,922+88.2% | $116,228+116.8% | $142,382+77.0% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.6%-4.0pp | 80.1%-9.5pp |
| Annual return | 15.87% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $774 | $3,446-77.5% | $2,994-74.2% | $4,299-82.0% |
| Participant deferral / active EE | $3,945 | $5,672-30.4% | $4,953-20.3% | $6,507-39.4% |
| Admin fee / account holder | $90,226 | $14,945+503.7% | $11,989+652.6% | $12,624+614.7% |