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 9-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 | $253,759 | $153,772+65.0% | $133,980+89.4% | $273,961-7.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.94% | 36.51%-25.6pp | 29.30%-18.4pp | 41.45%-30.5pp |
| Employer contribution / active EE | $4,480 | $6,029-25.7% | $5,211-14.0% | $4,869-8.0% |
| Participant deferral / active EE | $7,701 | $6,958+10.7% | $6,282+22.6% | $5,287+45.7% |
| Admin fee / account holder | $4,501 | $11,765-61.7% | $9,324-51.7% | $10,132-55.6% |