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 8-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 | $274,380 | $201,272+36.3% | $184,203+49.0% | $145,922+88.0% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 15.49% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $8,347 | $7,022+18.9% | $6,427+29.9% | $4,660+79.1% |
| Participant deferral / active EE | $19,041 | $9,806+94.2% | $9,131+108.5% | $6,688+184.7% |
| Admin fee / account holder | $1,068 | $16,364-93.5% | $13,901-92.3% | $13,397-92.0% |