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 | $275,568 | $109,413+151.9% | $156,263+76.3% | $84,808+224.9% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 14.80% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,455 | $2,907+156.5% | $4,333+72.1% | $2,631+183.4% |
| Participant deferral / active EE | $6,161 | $4,590+34.2% | $6,1580% | $4,212+46.3% |
| Admin fee / account holder | $5,833 | $9,357-37.7% | $14,255-59.1% | $7,344-20.6% |