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 | $784,025 | $81,248+865.0% | $155,509+404.2% | $80,856+869.7% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 13.04% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $30,935 | $3,100+897.8% | $4,672+562.1% | $2,755+1022.9% |
| Participant deferral / active EE | $16,749 | $3,452+385.3% | $5,626+197.7% | $4,296+289.9% |
| Admin fee / account holder | $4,850 | $7,997-39.4% | $15,912-69.5% | $6,918-29.9% |