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 | $343,514 | $90,503+279.6% | $78,689+336.5% | $273,961+25.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.38% | 75.60%-72.2pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $22,310 | $3,176+602.5% | $2,851+682.6% | $4,869+358.2% |
| Participant deferral / active EE | $2,750 | $3,901-29.5% | $3,517-21.8% | $5,287-48.0% |
| Admin fee / account holder | $8,499 | $5,263+61.5% | $4,510+88.4% | $10,132-16.1% |