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 | $311,257 | $201,272+54.6% | $184,203+69.0% | $145,922+113.3% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 18.06% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $7,099 | $7,022+1.1% | $6,427+10.5% | $4,660+52.3% |
| Participant deferral / active EE | $9,748 | $9,806-0.6% | $9,131+6.8% | $6,688+45.8% |
| Admin fee / account holder | $61,117 | $16,364+273.5% | $13,901+339.7% | $13,397+356.2% |