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 | $285,015 | $201,272+41.6% | $184,203+54.7% | $145,922+95.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.41% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,555 | $7,022-49.4% | $6,427-44.7% | $4,660-23.7% |
| Participant deferral / active EE | $10,817 | $9,806+10.3% | $9,131+18.5% | $6,688+61.7% |
| Admin fee / account holder | $357 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |