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 | $336,204 | $201,272+67.0% | $184,203+82.5% | $145,922+130.4% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 12.40% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,329 | $7,022-52.6% | $6,427-48.2% | $4,660-28.6% |
| Participant deferral / active EE | $13,630 | $9,806+39.0% | $9,131+49.3% | $6,688+103.8% |
| Admin fee / account holder | $576 | $16,364-96.5% | $13,901-95.9% | $13,397-95.7% |