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 | $283,433 | $80,717+251.1% | $154,803+83.1% | $84,808+234.2% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,762 | $2,761+144.9% | $4,305+57.1% | $2,631+157.0% |
| Participant deferral / active EE | $4,861 | $3,303+47.2% | $5,540-12.3% | $4,212+15.4% |
| Admin fee / account holder | $11,591 | $6,746+71.8% | $14,329-19.1% | $7,344+57.8% |