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 | $332,063 | $125,758+164.0% | $169,993+95.3% | $75,163+341.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.93% | 27.20%-8.3pp | 53.37%-34.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $6,051 | $4,615+31.1% | $6,785-10.8% | $2,670+126.6% |
| Participant deferral / active EE | $16,722 | $6,837+144.6% | $10,408+60.7% | $4,125+305.4% |
| Admin fee / account holder | $1,803 | $8,173-77.9% | $12,815-85.9% | $5,651-68.1% |