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 | $263,501 | $73,933+256.4% | $96,683+172.5% | $75,163+250.6% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 18.26% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $14,934 | $2,928+410.1% | $3,737+299.6% | $2,670+459.4% |
| Participant deferral / active EE | $8,208 | $3,659+124.3% | $4,878+68.3% | $4,125+99.0% |
| Admin fee / account holder | $15,484 | $5,216+196.8% | $6,730+130.1% | $5,651+174.0% |