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 | $393,456 | $76,552+414.0% | $123,892+217.6% | $62,891+525.6% |
| Participation rate | 83.7% | 73.0%+10.7pp | 81.4%+2.3pp | 69.3%+14.4pp |
| Annual return | 8.61% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $10,278 | $2,883+256.6% | $4,617+122.6% | $2,281+350.6% |
| Participant deferral / active EE | $9,656 | $4,840+99.5% | $5,984+61.4% | $3,203+201.5% |
| Admin fee / account holder | $5,780 | $4,826+19.8% | $8,357-30.8% | $4,296+34.5% |