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 | $472,068 | $201,272+134.5% | $184,203+156.3% | $145,922+223.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.45% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $5,605 | $7,022-20.2% | $6,427-12.8% | $4,660+20.3% |
| Participant deferral / active EE | $4,900 | $9,806-50.0% | $9,131-46.3% | $6,688-26.7% |
| Admin fee / account holder | $16,299 | $16,364-0.4% | $13,901+17.2% | $13,397+21.7% |