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 | $425,414 | $101,724+318.2% | $164,813+158.1% | $80,856+426.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.95% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,551 | $2,953+54.1% | $4,341+4.8% | $2,755+65.2% |
| Participant deferral / active EE | $12,956 | $4,477+189.4% | $6,031+114.8% | $4,296+201.6% |
| Admin fee / account holder | $40,836 | $8,227+396.3% | $12,690+221.8% | $6,918+490.3% |