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 | $338,402 | $181,894+86.0% | $156,549+116.2% | $273,961+23.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 9.95% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $23,403 | $6,248+274.6% | $5,501+325.4% | $4,869+380.7% |
| Participant deferral / active EE | $17,484 | $5,550+215.0% | $4,871+258.9% | $5,287+230.7% |
| Admin fee / account holder | $1,126 | $15,559-92.8% | $13,027-91.4% | $10,132-88.9% |