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 | $301,560 | $123,793+143.6% | $177,821+69.6% | $79,858+277.6% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 18.66% | 22.82%-4.2pp | 48.32%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $14,011 | $4,095+242.1% | $5,918+136.7% | $2,471+467.0% |
| Participant deferral / active EE | $15,223 | $5,956+155.6% | $7,714+97.3% | $3,740+307.0% |
| Admin fee / account holder | $3,490 | $7,243-51.8% | $12,427-71.9% | $5,306-34.2% |