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 | $317,240 | $100,326+216.2% | $180,183+76.1% | $84,808+274.1% |
| Participation rate | 97.4% | 71.0%+26.4pp | 77.4%+20.0pp | 68.3%+29.1pp |
| Annual return | 19.57% | 17.86%+1.7pp | 27.86%-8.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,065 | $3,269+54.9% | $5,039+0.5% | $2,631+92.5% |
| Participant deferral / active EE | $10,084 | $5,066+99.1% | $6,822+47.8% | $4,212+139.4% |
| Admin fee / account holder | $46,749 | $9,674+383.2% | $19,975+134.0% | $7,344+536.6% |