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 | $272,182 | $123,793+119.9% | $177,821+53.1% | $79,858+240.8% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 17.47% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $5,758 | $4,095+40.6% | $5,918-2.7% | $2,471+133.1% |
| Participant deferral / active EE | $11,515 | $5,956+93.3% | $7,714+49.3% | $3,740+207.9% |
| Admin fee / account holder | $8,282 | $7,243+14.4% | $12,427-33.4% | $5,306+56.1% |