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 | $423,285 | $90,503+367.7% | $78,689+437.9% | $273,961+54.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.18% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $11,137 | $3,176+250.7% | $2,851+290.7% | $4,869+128.8% |
| Participant deferral / active EE | $1,437 | $3,901-63.2% | $3,517-59.1% | $5,287-72.8% |
| Admin fee / account holder | $2,854 | $5,263-45.8% | $4,510-36.7% | $10,132-71.8% |