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 | $264,862 | $92,222+187.2% | $76,768+245.0% | $135,375+95.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.65% | 5.46%+4.2pp | 2.43%+7.2pp | 519.73%-510.1pp |
| Employer contribution / active EE | $5,263 | $3,216+63.7% | $2,485+111.8% | $4,779+10.1% |
| Participant deferral / active EE | $4,315 | $4,509-4.3% | $3,852+12.0% | $5,609-23.1% |
| Admin fee / account holder | $6,761 | $10,748-37.1% | $6,675+1.3% | $10,827-37.6% |