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 | $297,882 | $210,648+41.4% | $177,989+67.4% | $145,922+104.1% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 8.45% | 385.86%-377.4pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,044 | $4,565-33.3% | $3,949-22.9% | $4,660-34.7% |
| Participant deferral / active EE | $9,452 | $6,958+35.9% | $6,276+50.6% | $6,688+41.3% |
| Admin fee / account holder | $21,437 | $12,013+78.4% | $10,363+106.9% | $13,397+60.0% |