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 | $302,500 | $81,208+272.5% | $98,907+205.8% | $79,858+278.8% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 10.45% | 60.99%-50.5pp | 196.43%-186.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,296 | $1,960+68.2% | $2,689+22.6% | $2,471+33.4% |
| Participant deferral / active EE | $7,936 | $3,265+143.1% | $4,244+87.0% | $3,740+112.2% |
| Admin fee / account holder | $21,876 | $6,013+263.8% | $6,642+229.4% | $5,306+312.3% |