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 | $286,714 | $201,259+42.5% | $184,200+55.7% | $145,959+96.4% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 10.84% | 28.98%-18.1pp | 28.80%-18.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,581 | $7,018-77.5% | $6,424-75.4% | $4,661-66.1% |
| Participant deferral / active EE | $10,983 | $9,806+12.0% | $9,132+20.3% | $6,689+64.2% |
| Admin fee / account holder | $1,487 | $16,372-90.9% | $13,907-89.3% | $13,398-88.9% |