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 | $294,816 | $86,929+239.1% | $102,423+187.8% | $80,856+264.6% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 14.23% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,006 | $2,369+26.9% | $3,023-0.6% | $2,755+9.1% |
| Participant deferral / active EE | $8,507 | $4,118+106.6% | $5,053+68.4% | $4,296+98.0% |
| Admin fee / account holder | $17,019 | $8,049+111.4% | $9,451+80.1% | $6,918+146.0% |