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 | $293,123 | $201,272+45.6% | $184,203+59.1% | $145,922+100.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 14.99% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,336 | $7,022-38.3% | $6,427-32.5% | $4,660-7.0% |
| Participant deferral / active EE | $8,993 | $9,806-8.3% | $9,131-1.5% | $6,688+34.5% |
| Admin fee / account holder | $4,064 | $16,364-75.2% | $13,901-70.8% | $13,397-69.7% |