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 | $268,871 | $90,503+197.1% | $78,689+241.7% | $273,961-1.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.39% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $10,530 | $3,176+231.6% | $2,851+269.4% | $4,869+116.3% |
| Participant deferral / active EE | $6,036 | $3,901+54.7% | $3,517+71.6% | $5,287+14.2% |
| Admin fee / account holder | $14,990 | $5,263+184.8% | $4,510+232.3% | $10,132+47.9% |