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 | $373,677 | $201,272+85.7% | $184,203+102.9% | $145,922+156.1% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 12.86% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,317 | $7,022+32.7% | $6,427+45.0% | $4,660+100.0% |
| Participant deferral / active EE | $5,274 | $9,806-46.2% | $9,131-42.2% | $6,688-21.1% |
| Admin fee / account holder | $24,992 | $16,364+52.7% | $13,901+79.8% | $13,397+86.6% |