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 | $300,609 | $127,777+135.3% | $106,548+182.1% | $167,490+79.5% |
| Participation rate | 73.3% | 78.3%-4.9pp | 76.1%-2.8pp | 82.1%-8.8pp |
| Annual return | 11.10% | 33.87%-22.8pp | 26.80%-15.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,720 | $3,427-49.8% | $2,819-39.0% | $4,837-64.4% |
| Participant deferral / active EE | $2,158 | $5,087-57.6% | $4,398-50.9% | $6,341-66.0% |
| Admin fee / account holder | $10,452 | $11,228-6.9% | $7,407+41.1% | $12,309-15.1% |