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 9-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 | $314,155 | $201,272+56.1% | $184,203+70.5% | $145,922+115.3% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 20.11% | 29.00%-8.9pp | 28.81%-8.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $17,654 | $7,022+151.4% | $6,427+174.7% | $4,660+278.9% |
| Participant deferral / active EE | $9,532 | $9,806-2.8% | $9,131+4.4% | $6,688+42.5% |
| Admin fee / account holder | $5,907 | $16,364-63.9% | $13,901-57.5% | $13,397-55.9% |