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 | $304,277 | $90,503+236.2% | $78,689+286.7% | $273,961+11.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.24% | 75.60%-64.4pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $11,726 | $3,176+269.2% | $2,851+311.4% | $4,869+140.9% |
| Participant deferral / active EE | $9,982 | $3,901+155.9% | $3,517+183.8% | $5,287+88.8% |
| Admin fee / account holder | $962 | $5,263-81.7% | $4,510-78.7% | $10,132-90.5% |