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 | $292,648 | $76,552+282.3% | $123,892+136.2% | $62,891+365.3% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 8.16% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $11,594 | $2,883+302.2% | $4,617+151.1% | $2,281+408.3% |
| Participant deferral / active EE | $17,016 | $4,840+251.6% | $5,984+184.3% | $3,203+431.3% |
| Admin fee / account holder | $10,865 | $4,826+125.1% | $8,357+30.0% | $4,296+152.9% |