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 5-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 | $448,434 | $201,272+122.8% | $184,203+143.4% | $145,922+207.3% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 16.68% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $11,098 | $7,022+58.1% | $6,427+72.7% | $4,660+138.2% |
| Participant deferral / active EE | $42,737 | $9,806+335.8% | $9,131+368.0% | $6,688+539.0% |
| Admin fee / account holder | $12,109 | $16,364-26.0% | $13,901-12.9% | $13,397-9.6% |