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 | $309,585 | $201,272+53.8% | $184,203+68.1% | $145,922+112.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.89% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,441 | $7,022-65.2% | $6,427-62.0% | $4,660-47.6% |
| Participant deferral / active EE | $11,326 | $9,806+15.5% | $9,131+24.0% | $6,688+69.4% |
| Admin fee / account holder | $39,026 | $16,364+138.5% | $13,901+180.7% | $13,397+191.3% |