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 | $505,912 | $201,272+151.4% | $184,203+174.6% | $145,922+246.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.74% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $10,686 | $7,022+52.2% | $6,427+66.3% | $4,660+129.3% |
| Participant deferral / active EE | $21,089 | $9,806+115.1% | $9,131+131.0% | $6,688+215.3% |
| Admin fee / account holder | $15,843 | $16,364-3.2% | $13,901+14.0% | $13,397+18.3% |