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 4-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 | $316,002 | $117,983+167.8% | $101,794+210.4% | $142,382+121.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.97% | 36.92%-22.9pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,743 | $2,773-1.1% | $2,289+19.9% | $4,299-36.2% |
| Participant deferral / active EE | $10,376 | $4,714+120.1% | $4,084+154.1% | $6,507+59.5% |
| Admin fee / account holder | $3,449 | $10,433-66.9% | $8,777-60.7% | $12,624-72.7% |