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 | $308,105 | $93,571+229.3% | $135,903+126.7% | $75,163+309.9% |
| Participation rate | 75.7% | 75.2%+0.5pp | 81.9%-6.2pp | 67.2%+8.5pp |
| Annual return | 21.58% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $5,011 | $3,537+41.7% | $4,856+3.2% | $2,670+87.7% |
| Participant deferral / active EE | $10,831 | $6,404+69.1% | $7,758+39.6% | $4,125+162.6% |
| Admin fee / account holder | $9,248 | $6,975+32.6% | $10,762-14.1% | $5,651+63.7% |