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 | $279,007 | $192,717+44.8% | $142,449+95.9% | $139,434+100.1% |
| Participation rate | 85.7% | 81.5%+4.2pp | 76.8%+8.9pp | 80.3%+5.4pp |
| Annual return | 30.24% | 17.99%+12.3pp | 19.99%+10.3pp | 372.94%-342.7pp |
| Employer contribution / active EE | $7,957 | $5,806+37.0% | $4,847+64.2% | $4,751+67.5% |
| Participant deferral / active EE | $4,676 | $7,208-35.1% | $6,283-25.6% | $6,710-30.3% |
| Admin fee / account holder | $3,149 | $15,124-79.2% | $10,011-68.5% | $11,403-72.4% |