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 | $252,150 | $76,552+229.4% | $123,892+103.5% | $62,891+300.9% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 8.84% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $5,505 | $2,883+91.0% | $4,617+19.2% | $2,281+141.3% |
| Participant deferral / active EE | $6,712 | $4,840+38.7% | $5,984+12.2% | $3,203+109.6% |
| Admin fee / account holder | $18,602 | $4,826+285.5% | $8,357+122.6% | $4,296+333.0% |