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 | $278,824 | $86,929+220.7% | $102,423+172.2% | $80,856+244.8% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.6%+30.1pp |
| Annual return | 14.75% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,675 | $2,369+55.1% | $3,023+21.5% | $2,755+33.4% |
| Participant deferral / active EE | $6,989 | $4,118+69.7% | $5,053+38.3% | $4,296+62.7% |
| Admin fee / account holder | $14,669 | $8,049+82.2% | $9,451+55.2% | $6,918+112.0% |