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 | $480,489 | $90,503+430.9% | $78,689+510.6% | $273,961+75.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.14% | 75.60%-69.5pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $24,377 | $3,176+667.6% | $2,851+755.1% | $4,869+400.7% |
| Participant deferral / active EE | $8,155 | $3,901+109.0% | $3,517+131.9% | $5,287+54.2% |
| Admin fee / account holder | $3,723 | $5,263-29.3% | $4,510-17.5% | $10,132-63.3% |