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 | $290,833 | $76,552+279.9% | $123,892+134.7% | $62,891+362.4% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,516 | $2,883+56.7% | $4,617-2.2% | $2,281+98.0% |
| Participant deferral / active EE | $11,993 | $4,840+147.8% | $5,984+100.4% | $3,203+274.4% |
| Admin fee / account holder | $2,597 | $4,826-46.2% | $8,357-68.9% | $4,296-39.6% |