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 | $339,175 | $77,634+336.9% | $156,549+116.7% | $62,891+439.3% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 7.77% | 50.32%-42.5pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $17,024 | $3,444+394.4% | $5,501+209.5% | $2,281+646.4% |
| Participant deferral / active EE | $10,438 | $3,045+242.8% | $4,871+114.3% | $3,203+225.9% |
| Admin fee / account holder | $431 | $5,561-92.2% | $13,027-96.7% | $4,296-90.0% |