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 | $289,750 | $82,882+249.6% | $127,761+126.8% | $72,985+297.0% |
| Participation rate | 96.7% | 71.5%+25.2pp | 79.0%+17.7pp | 69.5%+27.2pp |
| Annual return | 22.11% | 32.20%-10.1pp | 26.14%-4.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $6,771 | $3,346+102.3% | $4,574+48.0% | $2,440+177.5% |
| Participant deferral / active EE | $13,245 | $4,791+176.5% | $6,021+120.0% | $3,607+267.2% |
| Admin fee / account holder | $5,785 | $6,487-10.8% | $9,395-38.4% | $5,124+12.9% |