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 | $260,424 | $65,685+296.5% | $57,179+355.5% | $273,961-4.9% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 6.40% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,535 | $3,279-22.7% | $2,682-5.5% | $4,869-47.9% |
| Participant deferral / active EE | $9,986 | $3,782+164.1% | $3,096+222.5% | $5,287+88.9% |
| Admin fee / account holder | $9,586 | $4,835+98.3% | $3,139+205.4% | $10,132-5.4% |