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 | $269,126 | $201,272+33.7% | $184,203+46.1% | $145,922+84.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.84% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,046 | $7,022-28.1% | $6,427-21.5% | $4,660+8.3% |
| Participant deferral / active EE | $7,910 | $9,806-19.3% | $9,131-13.4% | $6,688+18.3% |
| Admin fee / account holder | $22,717 | $16,364+38.8% | $13,901+63.4% | $13,397+69.6% |