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 | $269,444 | $90,503+197.7% | $78,689+242.4% | $273,961-1.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $15,007 | $3,176+372.5% | $2,851+426.4% | $4,869+208.2% |
| Participant deferral / active EE | $9,119 | $3,901+133.7% | $3,517+159.3% | $5,287+72.5% |
| Admin fee / account holder | $30,034 | $5,263+470.6% | $4,510+565.9% | $10,132+196.4% |