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 | $534,340 | $125,758+324.9% | $169,993+214.3% | $75,163+610.9% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.0%-3.0pp | 67.2%+16.8pp |
| Annual return | 18.54% | 27.20%-8.7pp | 53.37%-34.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $10,494 | $4,615+127.4% | $6,785+54.7% | $2,670+293.0% |
| Participant deferral / active EE | $16,835 | $6,837+146.2% | $10,408+61.8% | $4,125+308.1% |
| Admin fee / account holder | $7,790 | $8,173-4.7% | $12,815-39.2% | $5,651+37.9% |