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 | $327,680 | $148,978+120.0% | $200,582+63.4% | $84,808+286.4% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 27.95% | 28.16%-0.2pp | 42.33%-14.4pp | 40.90%-12.9pp |
| Employer contribution / active EE | $8,235 | $4,815+71.0% | $6,419+28.3% | $2,631+213.0% |
| Participant deferral / active EE | $16,779 | $7,142+134.9% | $9,331+79.8% | $4,212+298.4% |
| Admin fee / account holder | $52,319 | $13,977+274.3% | $16,305+220.9% | $7,344+612.4% |