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 6-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 | $311,070 | $201,272+54.6% | $184,203+68.9% | $145,922+113.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.27% | 29.00%-2.7pp | 28.81%-2.5pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,601 | $7,022-77.2% | $6,427-75.1% | $4,660-65.6% |
| Participant deferral / active EE | $5,400 | $9,806-44.9% | $9,131-40.9% | $6,688-19.3% |
| Admin fee / account holder | $24,419 | $16,364+49.2% | $13,901+75.7% | $13,397+82.3% |