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 | $308,482 | $201,272+53.3% | $184,203+67.5% | $145,922+111.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.74% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,835 | $7,022-59.6% | $6,427-55.9% | $4,660-39.2% |
| Participant deferral / active EE | $16,414 | $9,806+67.4% | $9,131+79.8% | $6,688+145.4% |
| Admin fee / account holder | $41,199 | $16,364+151.8% | $13,901+196.4% | $13,397+207.5% |