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 | $449,565 | $217,402+106.8% | $185,823+141.9% | $167,490+168.4% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 17.79% | 148.36%-130.6pp | 122.05%-104.3pp | 478.56%-460.8pp |
| Employer contribution / active EE | $14,139 | $5,873+140.7% | $5,167+173.6% | $4,837+192.3% |
| Participant deferral / active EE | $11,026 | $6,356+73.5% | $5,568+98.0% | $6,341+73.9% |
| Admin fee / account holder | $2,408 | $19,811-87.8% | $16,237-85.2% | $12,309-80.4% |