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 | $260,578 | $201,272+29.5% | $184,203+41.5% | $145,922+78.6% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 13.30% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,385 | $7,022-51.8% | $6,427-47.3% | $4,660-27.3% |
| Participant deferral / active EE | $3,526 | $9,806-64.0% | $9,131-61.4% | $6,688-47.3% |
| Admin fee / account holder | $993 | $16,364-93.9% | $13,901-92.9% | $13,397-92.6% |