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 | $380,201 | $167,484+127.0% | $151,611+150.8% | $134,475+182.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.49% | 7.80%-6.3pp | 3.33%-1.8pp | 417.96%-416.5pp |
| Employer contribution / active EE | $8,414 | $6,829+23.2% | $6,166+36.5% | $4,740+77.5% |
| Participant deferral / active EE | $4,116 | $8,986-54.2% | $8,363-50.8% | $6,400-35.7% |
| Admin fee / account holder | $1,592 | $13,783-88.4% | $11,616-86.3% | $11,426-86.1% |