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 | $309,481 | $86,929+256.0% | $102,423+202.2% | $80,856+282.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 26.44% | 18.88%+7.6pp | 29.32%-2.9pp | 35.59%-9.2pp |
| Employer contribution / active EE | $1,143 | $2,369-51.8% | $3,023-62.2% | $2,755-58.5% |
| Participant deferral / active EE | $7,480 | $4,118+81.6% | $5,053+48.0% | $4,296+74.1% |
| Admin fee / account holder | $1,793 | $8,049-77.7% | $9,451-81.0% | $6,918-74.1% |