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 | $285,180 | $72,492+293.4% | $87,100+227.4% | $72,985+290.7% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 16.20% | 24.46%-8.3pp | 28.19%-12.0pp | 81.00%-64.8pp |
| Employer contribution / active EE | $14,154 | $1,894+647.4% | $2,521+461.4% | $2,440+480.1% |
| Participant deferral / active EE | $9,125 | $3,270+179.1% | $4,049+125.4% | $3,607+153.0% |
| Admin fee / account holder | $43,875 | $5,055+768.0% | $7,497+485.3% | $5,124+756.2% |