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 | $289,772 | $83,477+247.1% | $125,175+131.5% | $72,985+297.0% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.5%+20.8pp |
| Annual return | 27.86% | 25.78%+2.1pp | 43.79%-15.9pp | 81.00%-53.1pp |
| Employer contribution / active EE | $3,139 | $2,345+33.8% | $3,865-18.8% | $2,440+28.6% |
| Participant deferral / active EE | $3,308 | $3,585-7.7% | $4,937-33.0% | $3,607-8.3% |
| Admin fee / account holder | $9,033 | $5,517+63.7% | $9,702-6.9% | $5,124+76.3% |