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 | $388,601 | $83,477+365.5% | $125,175+210.4% | $72,985+432.4% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.5%+19.0pp |
| Annual return | 17.33% | 25.78%-8.5pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,992 | $2,345+70.2% | $3,865+3.3% | $2,440+63.6% |
| Participant deferral / active EE | $7,747 | $3,585+116.1% | $4,937+56.9% | $3,607+114.8% |
| Admin fee / account holder | $9,062 | $5,517+64.2% | $9,702-6.6% | $5,124+76.8% |