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 | $436,731 | $201,272+117.0% | $184,203+137.1% | $145,922+199.3% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 12.93% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $20,437 | $7,022+191.1% | $6,427+218.0% | $4,660+338.6% |
| Participant deferral / active EE | $20,448 | $9,806+108.5% | $9,131+123.9% | $6,688+205.8% |
| Admin fee / account holder | $17,958 | $16,364+9.7% | $13,901+29.2% | $13,397+34.0% |