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 | $360,760 | $81,248+344.0% | $155,509+132.0% | $80,856+346.2% |
| Participation rate | 75.9% | 66.2%+9.6pp | 78.2%-2.3pp | 67.6%+8.2pp |
| Annual return | 12.50% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,603 | $3,100+16.2% | $4,672-22.9% | $2,755+30.8% |
| Participant deferral / active EE | $8,463 | $3,452+145.2% | $5,626+50.4% | $4,296+97.0% |
| Admin fee / account holder | $14,299 | $7,997+78.8% | $15,912-10.1% | $6,918+106.7% |