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 | $322,623 | $201,272+60.3% | $184,203+75.1% | $145,922+121.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.77% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,180 | $7,022-68.9% | $6,427-66.1% | $4,660-53.2% |
| Participant deferral / active EE | $13,354 | $9,806+36.2% | $9,131+46.2% | $6,688+99.7% |
| Admin fee / account holder | $5,157 | $16,364-68.5% | $13,901-62.9% | $13,397-61.5% |