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 | $328,121 | $125,758+160.9% | $169,993+93.0% | $75,163+336.5% |
| Participation rate | 83.0% | 83.6%-0.6pp | 87.0%-4.0pp | 67.2%+15.8pp |
| Annual return | 17.66% | 27.20%-9.5pp | 53.37%-35.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $8,812 | $4,615+91.0% | $6,785+29.9% | $2,670+230.1% |
| Participant deferral / active EE | $14,384 | $6,837+110.4% | $10,408+38.2% | $4,125+248.7% |
| Admin fee / account holder | $24,010 | $8,173+193.8% | $12,815+87.4% | $5,651+324.9% |