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 | $363,803 | $177,572+104.9% | $154,803+135.0% | $142,382+155.5% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 18.30% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,190 | $4,810-33.7% | $4,305-25.9% | $4,299-25.8% |
| Participant deferral / active EE | $7,618 | $6,272+21.5% | $5,540+37.5% | $6,507+17.1% |
| Admin fee / account holder | $9,401 | $16,786-44.0% | $14,329-34.4% | $12,624-25.5% |