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 | $367,218 | $138,347+165.4% | $184,203+99.4% | $80,856+354.2% |
| Participation rate | 83.7% | 83.9%-0.2pp | 86.8%-3.1pp | 67.6%+16.1pp |
| Annual return | 12.35% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,357 | $4,850+31.1% | $6,427-1.1% | $2,755+130.7% |
| Participant deferral / active EE | $10,796 | $7,071+52.7% | $9,131+18.2% | $4,296+151.3% |
| Admin fee / account holder | $82,892 | $10,483+690.7% | $13,901+496.3% | $6,918+1098.2% |