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 | $614,100 | $201,272+205.1% | $184,203+233.4% | $145,922+320.8% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 13.84% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $6,605 | $7,022-5.9% | $6,427+2.8% | $4,660+41.8% |
| Participant deferral / active EE | $15,526 | $9,806+58.3% | $9,131+70.0% | $6,688+132.2% |
| Admin fee / account holder | $6,485 | $16,364-60.4% | $13,901-53.3% | $13,397-51.6% |