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 | $341,213 | $201,272+69.5% | $184,203+85.2% | $145,922+133.8% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 10.59% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $5,693 | $7,022-18.9% | $6,427-11.4% | $4,660+22.2% |
| Participant deferral / active EE | $6,166 | $9,806-37.1% | $9,131-32.5% | $6,688-7.8% |
| Admin fee / account holder | $48,771 | $16,364+198.0% | $13,901+250.8% | $13,397+264.0% |