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 | $364,605 | $201,272+81.2% | $184,203+97.9% | $145,922+149.9% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 18.05% | 29.00%-10.9pp | 28.81%-10.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,024 | $7,022-56.9% | $6,427-52.9% | $4,660-35.1% |
| Participant deferral / active EE | $5,583 | $9,806-43.1% | $9,131-38.9% | $6,688-16.5% |
| Admin fee / account holder | $248,036 | $16,364+1415.8% | $13,901+1684.3% | $13,397+1751.4% |