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 | $404,852 | $201,272+101.1% | $184,203+119.8% | $145,922+177.4% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 9.73% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,056 | $7,022-42.2% | $6,427-36.9% | $4,660-12.9% |
| Participant deferral / active EE | $11,574 | $9,806+18.0% | $9,131+26.7% | $6,688+73.1% |
| Admin fee / account holder | $417 | $16,364-97.5% | $13,901-97.0% | $13,397-96.9% |