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 | $466,980 | $135,952+243.5% | $123,892+276.9% | $273,961+70.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.64% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $8,398 | $5,170+62.4% | $4,617+81.9% | $4,869+72.5% |
| Participant deferral / active EE | $7,754 | $6,343+22.2% | $5,984+29.6% | $5,287+46.7% |
| Admin fee / account holder | $13,020 | $9,817+32.6% | $8,357+55.8% | $10,132+28.5% |