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 4-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 | $334,087 | $81,460+310.1% | $103,333+223.3% | $80,856+313.2% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.6%+27.2pp |
| Annual return | 12.96% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,693 | $3,105+18.9% | $3,868-4.5% | $2,755+34.1% |
| Participant deferral / active EE | $8,834 | $3,869+128.3% | $5,057+74.7% | $4,296+105.6% |
| Admin fee / account holder | $13,222 | $6,566+101.4% | $8,355+58.3% | $6,918+91.1% |