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 | $357,956 | $80,717+343.5% | $154,803+131.2% | $84,808+322.1% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 15.25% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $10,569 | $2,761+282.8% | $4,305+145.5% | $2,631+301.7% |
| Participant deferral / active EE | $7,153 | $3,303+116.6% | $5,540+29.1% | $4,212+69.9% |
| Admin fee / account holder | $18,021 | $6,746+167.1% | $14,329+25.8% | $7,344+145.4% |