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 | $655,337 | $99,341+559.7% | $84,750+673.3% | $273,961+139.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.42% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.0pp |
| Employer contribution / active EE | $37,719 | $4,214+795.1% | $3,574+955.3% | $4,869+674.7% |
| Participant deferral / active EE | $3,241 | $4,269-24.1% | $3,712-12.7% | $5,287-38.7% |
| Admin fee / account holder | $5,713 | $6,644-14.0% | $5,332+7.1% | $10,132-43.6% |