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 | $322,495 | $201,272+60.2% | $184,203+75.1% | $145,922+121.0% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 13.01% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $13,636 | $7,022+94.2% | $6,427+112.2% | $4,660+192.7% |
| Participant deferral / active EE | $5,909 | $9,806-39.7% | $9,131-35.3% | $6,688-11.6% |
| Admin fee / account holder | $17,844 | $16,364+9.0% | $13,901+28.4% | $13,397+33.2% |