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 | $264,974 | $76,552+246.1% | $123,892+113.9% | $62,891+321.3% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 9.06% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $12,802 | $2,883+344.1% | $4,617+177.3% | $2,281+461.3% |
| Participant deferral / active EE | $5,578 | $4,840+15.3% | $5,984-6.8% | $3,203+74.2% |
| Admin fee / account holder | $5,874 | $4,826+21.7% | $8,357-29.7% | $4,296+36.7% |