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 | $313,247 | $201,272+55.6% | $184,203+70.1% | $145,922+114.7% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 15.20% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,643 | $7,022+23.1% | $6,427+34.5% | $4,660+85.5% |
| Participant deferral / active EE | $8,187 | $9,806-16.5% | $9,131-10.3% | $6,688+22.4% |
| Admin fee / account holder | $9,447 | $16,364-42.3% | $13,901-32.0% | $13,397-29.5% |