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 | $336,371 | $125,758+167.5% | $169,993+97.9% | $75,163+347.5% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 21.39% | 27.20%-5.8pp | 53.37%-32.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $10,541 | $4,615+128.4% | $6,785+55.4% | $2,670+294.8% |
| Participant deferral / active EE | $6,777 | $6,837-0.9% | $10,408-34.9% | $4,125+64.3% |
| Admin fee / account holder | $4,555 | $8,173-44.3% | $12,815-64.5% | $5,651-19.4% |