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 | $78,926+281.7% | $136,749+120.3% | $84,808+255.2% |
| Participation rate | 90.2% | 62.2%+28.1pp | 72.1%+18.1pp | 68.3%+21.9pp |
| Annual return | 14.92% | 18.17%-3.3pp | 24.33%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,151 | $2,134+47.7% | $3,400-7.3% | $2,631+19.8% |
| Participant deferral / active EE | $6,856 | $3,168+116.4% | $4,692+46.1% | $4,212+62.8% |
| Admin fee / account holder | $4,590 | $6,369-27.9% | $11,386-59.7% | $7,344-37.5% |