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 8-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 | $386,923 | $201,272+92.2% | $184,203+110.1% | $145,922+165.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.67% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,099 | $7,022-27.4% | $6,427-20.7% | $4,660+9.4% |
| Participant deferral / active EE | $12,850 | $9,806+31.0% | $9,131+40.7% | $6,688+92.1% |
| Admin fee / account holder | $2,076 | $16,364-87.3% | $13,901-85.1% | $13,397-84.5% |