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 | $259,187 | $153,772+68.6% | $133,980+93.5% | $273,961-5.4% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 12.40% | 36.51%-24.1pp | 29.30%-16.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $5,049 | $6,029-16.3% | $5,211-3.1% | $4,869+3.7% |
| Participant deferral / active EE | $12,625 | $6,958+81.4% | $6,282+101.0% | $5,287+138.8% |
| Admin fee / account holder | $1,201 | $11,765-89.8% | $9,324-87.1% | $10,132-88.1% |