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 | $420,340 | $201,272+108.8% | $184,203+128.2% | $145,922+188.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.81% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $6,993 | $7,022-0.4% | $6,427+8.8% | $4,660+50.1% |
| Participant deferral / active EE | $15,046 | $9,806+53.4% | $9,131+64.8% | $6,688+125.0% |
| Admin fee / account holder | $6,632 | $16,364-59.5% | $13,901-52.3% | $13,397-50.5% |