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 | $258,428 | $90,503+185.5% | $78,689+228.4% | $273,961-5.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.93% | 75.60%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,330 | $3,176+36.3% | $2,851+51.9% | $4,869-11.1% |
| Participant deferral / active EE | $13,532 | $3,901+246.9% | $3,517+284.8% | $5,287+155.9% |
| Admin fee / account holder | $512 | $5,263-90.3% | $4,510-88.6% | $10,132-94.9% |