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 | $321,703 | $148,978+115.9% | $200,582+60.4% | $84,808+279.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.36% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,947 | $4,815+44.3% | $6,419+8.2% | $2,631+164.0% |
| Participant deferral / active EE | $6,867 | $7,142-3.8% | $9,331-26.4% | $4,212+63.1% |
| Admin fee / account holder | $14,978 | $13,977+7.2% | $16,305-8.1% | $7,344+104.0% |