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 | $270,374 | $148,978+81.5% | $200,582+34.8% | $84,808+218.8% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 18.15% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $8,869 | $4,815+84.2% | $6,419+38.2% | $2,631+237.1% |
| Participant deferral / active EE | $9,766 | $7,142+36.7% | $9,331+4.7% | $4,212+131.9% |
| Admin fee / account holder | $24,452 | $13,977+74.9% | $16,305+50.0% | $7,344+233.0% |