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 | $349,292 | $86,929+301.8% | $102,423+241.0% | $80,856+332.0% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.6%+9.9pp |
| Annual return | 16.61% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,036 | $2,369-56.3% | $3,023-65.7% | $2,755-62.4% |
| Participant deferral / active EE | $7,967 | $4,118+93.4% | $5,053+57.7% | $4,296+85.5% |
| Admin fee / account holder | $17,493 | $8,049+117.3% | $9,451+85.1% | $6,918+152.9% |