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 | $324,167 | $109,881+195.0% | $150,045+116.0% | $84,808+282.2% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 15.40% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,470 | $3,561+81.7% | $4,693+37.9% | $2,631+145.9% |
| Participant deferral / active EE | $12,764 | $6,636+92.3% | $7,997+59.6% | $4,212+203.1% |
| Admin fee / account holder | $620 | $8,568-92.8% | $13,435-95.4% | $7,344-91.6% |