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 | $265,983 | $95,453+178.7% | $112,040+137.4% | $82,448+222.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 12.82% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $5,013 | $2,318+116.3% | $2,954+69.7% | $2,551+96.5% |
| Participant deferral / active EE | $10,163 | $4,224+140.6% | $5,098+99.4% | $4,139+145.5% |
| Admin fee / account holder | $57,297 | $9,013+535.7% | $12,098+373.6% | $7,234+692.0% |