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 | $569,601 | $201,272+183.0% | $184,203+209.2% | $145,922+290.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.62% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $9,257 | $7,022+31.8% | $6,427+44.0% | $4,660+98.7% |
| Participant deferral / active EE | $11,709 | $9,806+19.4% | $9,131+28.2% | $6,688+75.1% |
| Admin fee / account holder | $33,094 | $16,364+102.2% | $13,901+138.1% | $13,397+147.0% |