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 | $284,417 | $138,347+105.6% | $184,203+54.4% | $80,856+251.8% |
| Participation rate | 84.7% | 83.9%+0.8pp | 86.8%-2.1pp | 67.6%+17.1pp |
| Annual return | 15.61% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $8,162 | $4,850+68.3% | $6,427+27.0% | $2,755+196.3% |
| Participant deferral / active EE | $17,160 | $7,071+142.7% | $9,131+87.9% | $4,296+299.5% |
| Admin fee / account holder | $40,441 | $10,483+285.8% | $13,901+190.9% | $6,918+484.6% |