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 | $364,986 | $80,717+352.2% | $154,803+135.8% | $84,808+330.4% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 13.11% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $6,157 | $2,761+123.0% | $4,305+43.0% | $2,631+134.0% |
| Participant deferral / active EE | $7,024 | $3,303+112.6% | $5,540+26.8% | $4,212+66.8% |
| Admin fee / account holder | $12,164 | $6,746+80.3% | $14,329-15.1% | $7,344+65.6% |