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 | $344,713 | $81,248+324.3% | $155,509+121.7% | $80,856+326.3% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.6%+24.5pp |
| Annual return | 14.28% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,092 | $3,100+96.5% | $4,672+30.4% | $2,755+121.1% |
| Participant deferral / active EE | $5,904 | $3,452+71.1% | $5,626+4.9% | $4,296+37.4% |
| Admin fee / account holder | $14,469 | $7,997+80.9% | $15,912-9.1% | $6,918+109.2% |