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 | $353,698 | $81,248+335.3% | $155,509+127.4% | $80,856+337.4% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.6%+23.0pp |
| Annual return | 15.89% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $18,833 | $3,100+507.4% | $4,672+303.1% | $2,755+583.6% |
| Participant deferral / active EE | $13,371 | $3,452+287.4% | $5,626+137.7% | $4,296+211.3% |
| Admin fee / account holder | $8,385 | $7,997+4.8% | $15,912-47.3% | $6,918+21.2% |