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 | $311,544 | $81,248+283.4% | $155,509+100.3% | $80,856+285.3% |
| Participation rate | 70.3% | 66.2%+4.0pp | 78.2%-7.9pp | 67.6%+2.6pp |
| Annual return | 10.97% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,818 | $3,100-9.1% | $4,672-39.7% | $2,755+2.3% |
| Participant deferral / active EE | $9,904 | $3,452+186.9% | $5,626+76.0% | $4,296+130.6% |
| Admin fee / account holder | $2,730 | $7,997-65.9% | $15,912-82.8% | $6,918-60.5% |