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 | $257,917 | $153,772+67.7% | $133,980+92.5% | $273,961-5.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 16.40% | 36.51%-20.1pp | 29.30%-12.9pp | 41.45%-25.1pp |
| Employer contribution / active EE | $14,367 | $6,029+138.3% | $5,211+175.7% | $4,869+195.1% |
| Participant deferral / active EE | $14,099 | $6,958+102.6% | $6,282+124.4% | $5,287+166.7% |
| Admin fee / account holder | $123,496 | $11,765+949.7% | $9,324+1224.5% | $10,132+1118.9% |