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 5-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 | $476,128 | $95,762+397.2% | $379,746+25.4% | $79,858+496.2% |
| Participation rate | 97.2% | 74.0%+23.2pp | 78.4%+18.8pp | 69.6%+27.6pp |
| Annual return | 12.10% | 18.26%-6.2pp | 34.90%-22.8pp | 31.71%-19.6pp |
| Employer contribution / active EE | $6,732 | $2,695+149.8% | $3,540+90.2% | $2,471+172.5% |
| Participant deferral / active EE | $14,705 | $4,705+212.6% | $6,024+144.1% | $3,740+293.2% |
| Admin fee / account holder | $11,443 | $6,745+69.7% | $7,927+44.4% | $5,306+115.6% |