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 | $285,060 | $201,272+41.6% | $184,203+54.8% | $145,922+95.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 15.61% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $8,505 | $7,022+21.1% | $6,427+32.3% | $4,660+82.5% |
| Participant deferral / active EE | $16,101 | $9,806+64.2% | $9,131+76.3% | $6,688+140.8% |
| Admin fee / account holder | $844 | $16,364-94.8% | $13,901-93.9% | $13,397-93.7% |