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 | $335,067 | $90,503+270.2% | $78,689+325.8% | $273,961+22.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.00% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $29,366 | $3,176+824.7% | $2,851+930.2% | $4,869+503.2% |
| Participant deferral / active EE | $3,975 | $3,901+1.9% | $3,517+13.0% | $5,287-24.8% |
| Admin fee / account holder | $3,928 | $5,263-25.4% | $4,510-12.9% | $10,132-61.2% |