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 4-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 | $524,129 | $201,272+160.4% | $184,203+184.5% | $145,922+259.2% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 17.15% | 29.00%-11.8pp | 28.81%-11.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $16,863 | $7,022+140.2% | $6,427+162.4% | $4,660+261.9% |
| Participant deferral / active EE | $20,065 | $9,806+104.6% | $9,131+119.7% | $6,688+200.0% |
| Admin fee / account holder | $5,106 | $16,364-68.8% | $13,901-63.3% | $13,397-61.9% |