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 | $256,879 | $138,347+85.7% | $184,203+39.5% | $80,856+217.7% |
| Participation rate | 80.9% | 83.9%-3.0pp | 86.8%-6.0pp | 67.6%+13.2pp |
| Annual return | 18.57% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $8,987 | $4,850+85.3% | $6,427+39.8% | $2,755+226.2% |
| Participant deferral / active EE | $6,675 | $7,071-5.6% | $9,131-26.9% | $4,296+55.4% |
| Admin fee / account holder | $29,209 | $10,483+178.6% | $13,901+110.1% | $6,918+322.2% |