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 | $296,701 | $117,841+151.8% | $102,423+189.7% | $145,922+103.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 10.18% | 31.65%-21.5pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,100 | $3,615-14.2% | $3,023+2.5% | $4,660-33.5% |
| Participant deferral / active EE | $10,468 | $5,731+82.7% | $5,053+107.2% | $6,688+56.5% |
| Admin fee / account holder | $2,680 | $13,326-79.9% | $9,451-71.6% | $13,397-80.0% |