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 | $257,354 | $92,222+179.1% | $76,768+235.2% | $135,375+90.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.73% | 5.46%+2.3pp | 2.43%+5.3pp | 519.73%-512.0pp |
| Employer contribution / active EE | $4,600 | $3,216+43.0% | $2,485+85.1% | $4,779-3.7% |
| Participant deferral / active EE | $11,280 | $4,509+150.2% | $3,852+192.9% | $5,609+101.1% |
| Admin fee / account holder | $31,278 | $10,748+191.0% | $6,675+368.6% | $10,827+188.9% |