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 | $278,674 | $81,248+243.0% | $155,509+79.2% | $80,856+244.7% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.6%+17.4pp |
| Annual return | 19.01% | 33.31%-14.3pp | 64.67%-45.7pp | 35.59%-16.6pp |
| Employer contribution / active EE | $6,185 | $3,100+99.5% | $4,672+32.4% | $2,755+124.5% |
| Participant deferral / active EE | $7,257 | $3,452+110.3% | $5,626+29.0% | $4,296+68.9% |
| Admin fee / account holder | $546 | $7,997-93.2% | $15,912-96.6% | $6,918-92.1% |