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 | $348,884 | $201,272+73.3% | $184,203+89.4% | $145,922+139.1% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 15.84% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,914 | $7,022-72.7% | $6,427-70.2% | $4,660-58.9% |
| Participant deferral / active EE | $15,182 | $9,806+54.8% | $9,131+66.3% | $6,688+127.0% |
| Admin fee / account holder | $867 | $16,364-94.7% | $13,901-93.8% | $13,397-93.5% |