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 | $355,799 | $201,272+76.8% | $184,203+93.2% | $145,922+143.8% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 14.18% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,023 | $7,022-28.5% | $6,427-21.9% | $4,660+7.8% |
| Participant deferral / active EE | $8,683 | $9,806-11.5% | $9,131-4.9% | $6,688+29.8% |
| Admin fee / account holder | $2,174 | $16,364-86.7% | $13,901-84.4% | $13,397-83.8% |