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 | $473,336 | $108,825+335.0% | $156,181+203.1% | $82,448+474.1% |
| Participation rate | 72.7% | 72.4%+0.4pp | 78.8%-6.1pp | 68.1%+4.7pp |
| Annual return | 16.50% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,033 | $2,870+5.7% | $4,294-29.4% | $2,551+18.9% |
| Participant deferral / active EE | $7,184 | $4,577+57.0% | $6,132+17.2% | $4,139+73.6% |
| Admin fee / account holder | $13,849 | $9,341+48.3% | $14,586-5.1% | $7,234+91.4% |