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 | $403,815 | $201,272+100.6% | $184,203+119.2% | $145,922+176.7% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 18.17% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,105 | $7,022-55.8% | $6,427-51.7% | $4,660-33.4% |
| Participant deferral / active EE | $7,603 | $9,806-22.5% | $9,131-16.7% | $6,688+13.7% |
| Admin fee / account holder | $16,491 | $16,364+0.8% | $13,901+18.6% | $13,397+23.1% |