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 | $379,793 | $90,503+319.6% | $78,689+382.7% | $273,961+38.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.98% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $15,517 | $3,176+388.6% | $2,851+444.3% | $4,869+218.7% |
| Participant deferral / active EE | $13,946 | $3,901+257.5% | $3,517+296.5% | $5,287+163.8% |
| Admin fee / account holder | $2,593 | $5,263-50.7% | $4,510-42.5% | $10,132-74.4% |