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 | $325,915 | $90,503+260.1% | $78,689+314.2% | $273,961+19.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.80% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $12,867 | $3,176+305.2% | $2,851+351.4% | $4,869+164.3% |
| Participant deferral / active EE | $7,732 | $3,901+98.2% | $3,517+119.9% | $5,287+46.2% |
| Admin fee / account holder | $82,359 | $5,263+1464.8% | $4,510+1726.0% | $10,132+712.9% |