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 | $357,275 | $82,882+331.1% | $127,761+179.6% | $72,985+389.5% |
| Participation rate | 92.7% | 71.5%+21.2pp | 79.0%+13.7pp | 69.5%+23.2pp |
| Annual return | 22.67% | 32.20%-9.5pp | 26.14%-3.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $9,026 | $3,346+169.7% | $4,574+97.3% | $2,440+270.0% |
| Participant deferral / active EE | $11,124 | $4,791+132.2% | $6,021+84.8% | $3,607+208.4% |
| Admin fee / account holder | $11,488 | $6,487+77.1% | $9,395+22.3% | $5,124+124.2% |