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 | $343,450 | $123,793+177.4% | $177,821+93.1% | $79,858+330.1% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 13.02% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,080 | $4,095+24.0% | $5,918-14.2% | $2,471+105.6% |
| Participant deferral / active EE | $10,913 | $5,956+83.2% | $7,714+41.5% | $3,740+191.8% |
| Admin fee / account holder | $3,521 | $7,243-51.4% | $12,427-71.7% | $5,306-33.6% |