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 | $324,235 | $138,347+134.4% | $184,203+76.0% | $80,856+301.0% |
| Participation rate | 97.8% | 83.9%+14.0pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 13.79% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $7,117 | $4,850+46.7% | $6,427+10.7% | $2,755+158.3% |
| Participant deferral / active EE | $19,444 | $7,071+175.0% | $9,131+112.9% | $4,296+352.6% |
| Admin fee / account holder | $23,173 | $10,483+121.0% | $13,901+66.7% | $6,918+235.0% |