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 | $317,856 | $90,503+251.2% | $78,689+303.9% | $273,961+16.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.31% | 75.60%-71.3pp | 62.18%-57.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $21,185 | $3,176+567.1% | $2,851+643.2% | $4,869+335.1% |
| Participant deferral / active EE | $5,911 | $3,901+51.5% | $3,517+68.1% | $5,287+11.8% |
| Admin fee / account holder | $9,673 | $5,263+83.8% | $4,510+114.5% | $10,132-4.5% |