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 9-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 | $318,644 | $57,354+455.6% | $83,848+280.0% | $64,186+396.4% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | 9.42% | 11.38%-2.0pp | 850.88%-841.5pp | 7.63%+1.8pp |
| Employer contribution / active EE | $12,650 | $2,545+397.0% | $3,631+248.4% | $2,381+431.3% |
| Participant deferral / active EE | $6,897 | $2,993+130.4% | $4,082+69.0% | $3,470+98.8% |
| Admin fee / account holder | $10,537 | $4,046+160.4% | $5,478+92.3% | $4,888+115.6% |