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 | $372,316 | $201,272+85.0% | $184,203+102.1% | $145,922+155.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.01% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,599 | $7,022-48.7% | $6,427-44.0% | $4,660-22.8% |
| Participant deferral / active EE | $9,113 | $9,806-7.1% | $9,131-0.2% | $6,688+36.3% |
| Admin fee / account holder | $37,356 | $16,364+128.3% | $13,901+168.7% | $13,397+178.8% |