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 | $455,285 | $167,484+171.8% | $151,611+200.3% | $134,475+238.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.01% | 7.80%-2.8pp | 3.33%+1.7pp | 417.96%-413.0pp |
| Employer contribution / active EE | $9,290 | $6,829+36.0% | $6,166+50.7% | $4,740+96.0% |
| Participant deferral / active EE | $17,579 | $8,986+95.6% | $8,363+110.2% | $6,400+174.7% |
| Admin fee / account holder | $16,909 | $13,783+22.7% | $11,616+45.6% | $11,426+48.0% |