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 | $478,425 | $138,385+245.7% | $184,200+159.7% | $80,874+491.6% |
| Participation rate | 93.2% | 83.9%+9.3pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 24.59% | 20.02%+4.6pp | 28.80%-4.2pp | 35.62%-11.0pp |
| Employer contribution / active EE | $6,513 | $4,849+34.3% | $6,424+1.4% | $2,756+136.3% |
| Participant deferral / active EE | $21,557 | $7,073+204.8% | $9,132+136.1% | $4,297+401.7% |
| Admin fee / account holder | $12,535 | $10,483+19.6% | $13,907-9.9% | $6,935+80.7% |