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 | $267,393 | $72,277+270.0% | $101,248+164.1% | $79,858+234.8% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 13.95% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $7,400 | $2,692+174.9% | $3,660+102.2% | $2,471+199.5% |
| Participant deferral / active EE | $8,116 | $3,282+147.3% | $4,370+85.7% | $3,740+117.0% |
| Admin fee / account holder | $12,023 | $4,400+173.2% | $5,945+102.2% | $5,306+126.6% |