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 | $329,618 | $201,272+63.8% | $184,203+78.9% | $145,922+125.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.22% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $12,302 | $7,022+75.2% | $6,427+91.4% | $4,660+164.0% |
| Participant deferral / active EE | $14,662 | $9,806+49.5% | $9,131+60.6% | $6,688+119.2% |
| Admin fee / account holder | $58,390 | $16,364+256.8% | $13,901+320.0% | $13,397+335.8% |