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 | $448,326 | $201,272+122.7% | $184,203+143.4% | $145,922+207.2% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 16.61% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,751 | $7,022-32.3% | $6,427-26.1% | $4,660+2.0% |
| Participant deferral / active EE | $14,091 | $9,806+43.7% | $9,131+54.3% | $6,688+110.7% |
| Admin fee / account holder | $21,747 | $16,364+32.9% | $13,901+56.4% | $13,397+62.3% |