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 | $300,246 | $201,272+49.2% | $184,203+63.0% | $145,922+105.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 18.51% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $8,399 | $7,022+19.6% | $6,427+30.7% | $4,660+80.3% |
| Participant deferral / active EE | $20,144 | $9,806+105.4% | $9,131+120.6% | $6,688+201.2% |
| Admin fee / account holder | $1,114 | $16,364-93.2% | $13,901-92.0% | $13,397-91.7% |