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 | $343,847 | $80,717+326.0% | $154,803+122.1% | $84,808+305.4% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $8,971 | $2,761+224.9% | $4,305+108.4% | $2,631+241.0% |
| Participant deferral / active EE | $8,300 | $3,303+151.3% | $5,540+49.8% | $4,212+97.1% |
| Admin fee / account holder | $82,377 | $6,746+1121.2% | $14,329+474.9% | $7,344+1021.7% |