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 | $417,545 | $201,272+107.5% | $184,203+126.7% | $145,922+186.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 22.68% | 29.00%-6.3pp | 28.81%-6.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,954 | $7,022-72.2% | $6,427-69.6% | $4,660-58.1% |
| Participant deferral / active EE | $16,304 | $9,806+66.3% | $9,131+78.6% | $6,688+143.8% |
| Admin fee / account holder | $828 | $16,364-94.9% | $13,901-94.0% | $13,397-93.8% |