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 | $303,490 | $111,754+171.6% | $103,333+193.7% | $145,922+108.0% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.58% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $12,075 | $4,212+186.7% | $3,868+212.2% | $4,660+159.1% |
| Participant deferral / active EE | $11,379 | $5,619+102.5% | $5,057+125.0% | $6,688+70.2% |
| Admin fee / account holder | $17,599 | $9,750+80.5% | $8,355+110.6% | $13,397+31.4% |