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 | $520,568 | $201,272+158.6% | $184,203+182.6% | $145,922+256.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 13.10% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,407 | $7,022-65.7% | $6,427-62.5% | $4,660-48.3% |
| Participant deferral / active EE | $8,666 | $9,806-11.6% | $9,131-5.1% | $6,688+29.6% |
| Admin fee / account holder | $1,101 | $16,364-93.3% | $13,901-92.1% | $13,397-91.8% |