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 | $272,286 | $192,717+41.3% | $142,449+91.1% | $139,434+95.3% |
| Participation rate | 81.0% | 81.5%-0.5pp | 76.8%+4.2pp | 80.3%+0.6pp |
| Annual return | 13.08% | 17.99%-4.9pp | 19.99%-6.9pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,845 | $5,806-51.0% | $4,847-41.3% | $4,751-40.1% |
| Participant deferral / active EE | $7,202 | $7,208-0.1% | $6,283+14.6% | $6,710+7.3% |
| Admin fee / account holder | $18,784 | $15,124+24.2% | $10,011+87.6% | $11,403+64.7% |