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 | $348,680 | $89,355+290.2% | $141,162+147.0% | $72,985+377.7% |
| Participation rate | 98.0% | 75.1%+22.8pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 20.64% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,144 | $3,114+33.1% | $4,735-12.5% | $2,440+69.9% |
| Participant deferral / active EE | $8,040 | $5,418+48.4% | $6,709+19.8% | $3,607+122.9% |
| Admin fee / account holder | $10,749 | $5,958+80.4% | $10,261+4.8% | $5,124+109.8% |