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 | $301,482 | $171,164+76.1% | $127,761+136.0% | $152,861+97.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 15.03% | 23.54%-8.5pp | 26.14%-11.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,661 | $5,447-32.8% | $4,574-20.0% | $4,762-23.1% |
| Participant deferral / active EE | $8,556 | $7,038+21.6% | $6,021+42.1% | $5,850+46.2% |
| Admin fee / account holder | $11,356 | $14,530-21.8% | $9,395+20.9% | $11,596-2.1% |