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 | $340,733 | $76,367+346.2% | $93,606+264.0% | $72,985+366.9% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.5pp |
| Annual return | 23.71% | 25.82%-2.1pp | 32.76%-9.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $626 | $2,275-72.5% | $2,718-77.0% | $2,440-74.3% |
| Participant deferral / active EE | $6,116 | $3,538+72.9% | $4,069+50.3% | $3,607+69.5% |
| Admin fee / account holder | $75,675 | $6,838+1006.6% | $7,888+859.3% | $5,124+1376.8% |