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 | $256,490 | $125,758+104.0% | $169,993+50.9% | $75,163+241.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.77% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $6,926 | $4,615+50.1% | $6,785+2.1% | $2,670+159.4% |
| Participant deferral / active EE | $13,294 | $6,837+94.4% | $10,408+27.7% | $4,125+222.3% |
| Admin fee / account holder | $13,631 | $8,173+66.8% | $12,815+6.4% | $5,651+141.2% |