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 | $297,427 | $72,012+313.0% | $185,823+60.1% | $79,858+272.4% |
| Participation rate | 84.0% | 65.8%+18.2pp | 78.0%+6.0pp | 69.6%+14.4pp |
| Annual return | 21.27% | 23.12%-1.8pp | 35.95%-14.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,008 | $1,965-48.7% | $4,087-75.3% | $2,471-59.2% |
| Participant deferral / active EE | $9,274 | $3,779+145.4% | $5,632+64.7% | $3,740+148.0% |
| Admin fee / account holder | $13,979 | $4,513+209.8% | $9,500+47.1% | $5,306+163.4% |