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 | $305,470 | $210,408+45.2% | $153,485+99.0% | $145,922+109.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.38% | 13.37%+1.0pp | 15.65%-1.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $6,454 | $6,048+6.7% | $5,039+28.1% | $4,660+38.5% |
| Participant deferral / active EE | $6,386 | $7,975-19.9% | $6,757-5.5% | $6,688-4.5% |
| Admin fee / account holder | $12,186 | $19,419-37.2% | $12,724-4.2% | $13,397-9.0% |