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 | $311,158 | $148,978+108.9% | $200,582+55.1% | $84,808+266.9% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 21.05% | 28.16%-7.1pp | 42.33%-21.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $11,513 | $4,815+139.1% | $6,419+79.4% | $2,631+337.6% |
| Participant deferral / active EE | $17,840 | $7,142+149.8% | $9,331+91.2% | $4,212+323.6% |
| Admin fee / account holder | $5,869 | $13,977-58.0% | $16,305-64.0% | $7,344-20.1% |