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 | $346,461 | $80,717+329.2% | $154,803+123.8% | $84,808+308.5% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 13.75% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,875 | $2,761+76.6% | $4,305+13.2% | $2,631+85.3% |
| Participant deferral / active EE | $4,830 | $3,303+46.2% | $5,540-12.8% | $4,212+14.7% |
| Admin fee / account holder | $110,297 | $6,746+1535.1% | $14,329+669.7% | $7,344+1401.9% |