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 | $316,051 | $201,272+57.0% | $184,203+71.6% | $145,922+116.6% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 25.30% | 29.00%-3.7pp | 28.81%-3.5pp | 561.29%-536.0pp |
| Employer contribution / active EE | $4,317 | $7,022-38.5% | $6,427-32.8% | $4,660-7.3% |
| Participant deferral / active EE | $15,551 | $9,806+58.6% | $9,131+70.3% | $6,688+132.5% |
| Admin fee / account holder | $15,829 | $16,364-3.3% | $13,901+13.9% | $13,397+18.2% |