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 | $369,924 | $201,272+83.8% | $184,203+100.8% | $145,922+153.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.38% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,613 | $7,022-20.1% | $6,427-12.7% | $4,660+20.5% |
| Participant deferral / active EE | $9,164 | $9,806-6.5% | $9,131+0.4% | $6,688+37.0% |
| Admin fee / account holder | $2,302 | $16,364-85.9% | $13,901-83.4% | $13,397-82.8% |