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 | $288,566 | $180,028+60.3% | $138,135+108.9% | $158,922+81.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.66% | 21.68%-8.0pp | 20.51%-6.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,252 | $7,470-29.7% | $5,587-6.0% | $4,761+10.3% |
| Participant deferral / active EE | $4,447 | $7,717-42.4% | $6,431-30.9% | $5,982-25.7% |
| Admin fee / account holder | $11,239 | $17,912-37.3% | $11,856-5.2% | $11,246-0.1% |