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 | $563,333 | $90,503+522.4% | $78,689+615.9% | $273,961+105.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 10.29% | 75.60%-65.3pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $6,784 | $3,176+113.6% | $2,851+138.0% | $4,869+39.3% |
| Participant deferral / active EE | $9,428 | $3,901+141.7% | $3,517+168.1% | $5,287+78.3% |
| Admin fee / account holder | $1,722 | $5,263-67.3% | $4,510-61.8% | $10,132-83.0% |