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 | $313,995 | $201,272+56.0% | $184,203+70.5% | $145,922+115.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.57% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $12,178 | $7,022+73.4% | $6,427+89.5% | $4,660+161.4% |
| Participant deferral / active EE | $13,902 | $9,806+41.8% | $9,131+52.2% | $6,688+107.9% |
| Admin fee / account holder | $6,561 | $16,364-59.9% | $13,901-52.8% | $13,397-51.0% |