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 | $375,210 | $176,056+113.1% | $159,436+135.3% | $167,490+124.0% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 12.78% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $9,084 | $5,297+71.5% | $4,829+88.1% | $4,837+87.8% |
| Participant deferral / active EE | $4,286 | $7,750-44.7% | $7,352-41.7% | $6,341-32.4% |
| Admin fee / account holder | $22,491 | $12,554+79.2% | $10,799+108.3% | $12,309+82.7% |