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 | $325,655 | $90,503+259.8% | $78,689+313.8% | $273,961+18.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $15,478 | $3,176+387.4% | $2,851+443.0% | $4,869+217.9% |
| Participant deferral / active EE | $9,321 | $3,901+138.9% | $3,517+165.0% | $5,287+76.3% |
| Admin fee / account holder | $477 | $5,263-90.9% | $4,510-89.4% | $10,132-95.3% |