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 | $304,213 | $72,177+321.5% | $115,037+164.4% | $59,632+410.1% |
| Participation rate | 98.2% | 72.6%+25.6pp | 81.4%+16.8pp | 68.7%+29.5pp |
| Annual return | 1.23% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $9,965 | $2,841+250.7% | $4,608+116.3% | $2,203+352.4% |
| Participant deferral / active EE | $10,345 | $4,783+116.3% | $6,026+71.7% | $3,192+224.1% |
| Admin fee / account holder | $17,018 | $4,927+245.4% | $8,175+108.2% | $4,297+296.1% |