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 | $260,220 | $109,359+138.0% | $162,163+60.5% | $72,985+256.5% |
| Participation rate | 96.8% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.3pp |
| Annual return | 22.82% | 25.46%-2.6pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $14,299 | $3,907+266.0% | $5,614+154.7% | $2,440+486.1% |
| Participant deferral / active EE | $9,817 | $5,481+79.1% | $7,298+34.5% | $3,607+172.1% |
| Admin fee / account holder | $6,009 | $7,972-24.6% | $10,843-44.6% | $5,124+17.3% |