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 | $291,100 | $176,812+64.6% | $146,665+98.5% | $167,490+73.8% |
| Participation rate | 94.7% | 83.6%+11.1pp | 80.1%+14.7pp | 82.1%+12.6pp |
| Annual return | 16.30% | 24.03%-7.7pp | 22.74%-6.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,361 | $5,160-34.9% | $4,136-18.8% | $4,837-30.5% |
| Participant deferral / active EE | $3,726 | $6,440-42.1% | $5,506-32.3% | $6,341-41.2% |
| Admin fee / account holder | $8,188 | $13,259-38.2% | $10,280-20.3% | $12,309-33.5% |