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 | $311,178 | $81,248+283.0% | $155,509+100.1% | $80,856+284.9% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.3pp | 67.6%+26.8pp |
| Annual return | 14.29% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,519 | $3,100+207.1% | $4,672+103.7% | $2,755+245.6% |
| Participant deferral / active EE | $7,540 | $3,452+118.4% | $5,626+34.0% | $4,296+75.5% |
| Admin fee / account holder | $74,670 | $7,997+833.7% | $15,912+369.3% | $6,918+979.4% |