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 | $283,349 | $148,978+90.2% | $200,582+41.3% | $84,808+234.1% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 15.80% | 28.16%-12.4pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,279 | $4,815+30.4% | $6,419-2.2% | $2,631+138.7% |
| Participant deferral / active EE | $12,410 | $7,142+73.8% | $9,331+33.0% | $4,212+194.7% |
| Admin fee / account holder | $8,264 | $13,977-40.9% | $16,305-49.3% | $7,344+12.5% |