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 | $257,382 | $109,881+134.2% | $150,045+71.5% | $84,808+203.5% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 20.87% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $6,266 | $3,561+75.9% | $4,693+33.5% | $2,631+138.1% |
| Participant deferral / active EE | $13,938 | $6,636+110.0% | $7,997+74.3% | $4,212+230.9% |
| Admin fee / account holder | $1,444 | $8,568-83.1% | $13,435-89.2% | $7,344-80.3% |