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 | $308,627 | $148,978+107.2% | $200,582+53.9% | $84,808+263.9% |
| Participation rate | 97.9% | 84.2%+13.6pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 13.81% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,421 | $4,815+74.9% | $6,419+31.2% | $2,631+220.1% |
| Participant deferral / active EE | $11,737 | $7,142+64.3% | $9,331+25.8% | $4,212+178.7% |
| Admin fee / account holder | $31,443 | $13,977+125.0% | $16,305+92.8% | $7,344+328.2% |