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 | $399,220 | $201,272+98.3% | $184,203+116.7% | $145,922+173.6% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 18.88% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,235 | $9,806-46.6% | $9,131-42.7% | $6,688-21.7% |
| Admin fee / account holder | $2,859 | $16,364-82.5% | $13,901-79.4% | $13,397-78.7% |