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 | $284,165 | $91,552+210.4% | $133,956+112.1% | $79,858+255.8% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | 15.53% | 61.85%-46.3pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,698 | $2,384+55.1% | $3,919-5.6% | $2,471+49.6% |
| Participant deferral / active EE | $7,565 | $3,733+102.6% | $5,048+49.9% | $3,740+102.3% |
| Admin fee / account holder | $3,224 | $6,321-49.0% | $8,927-63.9% | $5,306-39.2% |