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 | $284,136 | $201,272+41.2% | $184,203+54.3% | $145,922+94.7% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 12.67% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $8,679 | $7,022+23.6% | $6,427+35.0% | $4,660+86.3% |
| Participant deferral / active EE | $18,299 | $9,806+86.6% | $9,131+100.4% | $6,688+173.6% |
| Admin fee / account holder | $144,980 | $16,364+786.0% | $13,901+943.0% | $13,397+982.2% |