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 | $328,337 | $167,484+96.0% | $151,611+116.6% | $134,475+144.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 1.06% | 7.80%-6.7pp | 3.33%-2.3pp | 417.96%-416.9pp |
| Employer contribution / active EE | $2,763 | $6,829-59.5% | $6,166-55.2% | $4,740-41.7% |
| Participant deferral / active EE | $8,334 | $8,986-7.3% | $8,363-0.4% | $6,400+30.2% |
| Admin fee / account holder | $1,182 | $13,783-91.4% | $11,616-89.8% | $11,426-89.7% |