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 | $258,205 | $125,758+105.3% | $169,993+51.9% | $75,163+243.5% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.0%+8.7pp | 67.2%+28.6pp |
| Annual return | 20.46% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,280 | $4,615-28.9% | $6,785-51.7% | $2,670+22.8% |
| Participant deferral / active EE | $8,231 | $6,837+20.4% | $10,408-20.9% | $4,125+99.5% |
| Admin fee / account holder | $10,153 | $8,173+24.2% | $12,815-20.8% | $5,651+79.7% |