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 | $350,103 | $90,503+286.8% | $78,689+344.9% | $273,961+27.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.47% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $9,482 | $3,176+198.6% | $2,851+232.6% | $4,869+94.7% |
| Participant deferral / active EE | $7,517 | $3,901+92.7% | $3,517+113.7% | $5,287+42.2% |
| Admin fee / account holder | $664 | $5,263-87.4% | $4,510-85.3% | $10,132-93.4% |