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 | $282,876 | $124,281+127.6% | $109,143+159.2% | $167,490+68.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 21.80% | 26.04%-4.2pp | 25.75%-3.9pp | 478.56%-456.8pp |
| Employer contribution / active EE | $9,368 | $4,207+122.7% | $3,722+151.7% | $4,837+93.7% |
| Participant deferral / active EE | $6,236 | $5,255+18.7% | $4,653+34.0% | $6,341-1.7% |
| Admin fee / account holder | $8,913 | $7,970+11.8% | $6,752+32.0% | $12,309-27.6% |