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 | $318,117 | $201,272+58.1% | $184,203+72.7% | $145,922+118.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.10% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,732 | $7,022-75.3% | $6,427-73.1% | $4,660-62.8% |
| Participant deferral / active EE | $8,205 | $9,806-16.3% | $9,131-10.1% | $6,688+22.7% |
| Admin fee / account holder | $2,868 | $16,364-82.5% | $13,901-79.4% | $13,397-78.6% |