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 | $301,270 | $77,896+286.8% | $134,172+124.5% | $82,448+265.4% |
| Participation rate | 90.2% | 62.8%+27.5pp | 72.5%+17.8pp | 68.1%+22.2pp |
| Annual return | 14.92% | 18.21%-3.3pp | 25.30%-10.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,151 | $2,159+45.9% | $3,420-7.9% | $2,551+23.5% |
| Participant deferral / active EE | $6,856 | $3,162+116.8% | $4,690+46.2% | $4,139+65.6% |
| Admin fee / account holder | $4,590 | $6,336-27.6% | $12,016-61.8% | $7,234-36.5% |