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 | $399,526 | $105,931+277.2% | $81,930+387.6% | $158,922+151.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 6.99% | 38.17%-31.2pp | 29.49%-22.5pp | 302.83%-295.8pp |
| Employer contribution / active EE | $11,282 | $7,800+44.6% | $4,310+161.8% | $4,761+137.0% |
| Participant deferral / active EE | $5,224 | $13,003-59.8% | $7,107-26.5% | $5,982-12.7% |
| Admin fee / account holder | $225,448 | $8,489+2555.7% | $5,158+4270.9% | $11,246+1904.7% |