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 | $280,718 | $217,402+29.1% | $185,823+51.1% | $167,490+67.6% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 17.73% | 148.36%-130.6pp | 122.05%-104.3pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,908 | $5,873-67.5% | $5,167-63.1% | $4,837-60.6% |
| Participant deferral / active EE | $3,374 | $6,356-46.9% | $5,568-39.4% | $6,341-46.8% |
| Admin fee / account holder | $3,021 | $19,811-84.8% | $16,237-81.4% | $12,309-75.5% |