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 | $256,234 | $90,503+183.1% | $78,689+225.6% | $273,961-6.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.55% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $6,530 | $3,176+105.6% | $2,851+129.1% | $4,869+34.1% |
| Participant deferral / active EE | $14,893 | $3,901+281.8% | $3,517+323.5% | $5,287+181.7% |
| Admin fee / account holder | $320 | $5,263-93.9% | $4,510-92.9% | $10,132-96.8% |