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 | $252,786 | $201,272+25.6% | $184,203+37.2% | $145,922+73.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.91% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $9,596 | $7,022+36.7% | $6,427+49.3% | $4,660+105.9% |
| Participant deferral / active EE | $9,333 | $9,806-4.8% | $9,131+2.2% | $6,688+39.6% |
| Admin fee / account holder | $18,766 | $16,364+14.7% | $13,901+35.0% | $13,397+40.1% |