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 | $336,371 | $201,272+67.1% | $184,203+82.6% | $145,922+130.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.45% | 29.00%-15.5pp | 28.81%-15.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $9,227 | $7,022+31.4% | $6,427+43.6% | $4,660+98.0% |
| Participant deferral / active EE | $12,878 | $9,806+31.3% | $9,131+41.0% | $6,688+92.6% |
| Admin fee / account holder | $3,468 | $16,364-78.8% | $13,901-75.1% | $13,397-74.1% |