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 | $482,176 | $90,503+432.8% | $78,689+512.8% | $273,961+76.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.80% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $23,020 | $3,176+624.9% | $2,851+707.5% | $4,869+372.8% |
| Participant deferral / active EE | $7,673 | $3,901+96.7% | $3,517+118.2% | $5,287+45.1% |
| Admin fee / account holder | $3,219 | $5,263-38.8% | $4,510-28.6% | $10,132-68.2% |