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 | $415,227 | $153,311+170.8% | $109,313+279.9% | $273,961+51.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.87% | 29.86%-21.0pp | 22.07%-13.2pp | 41.45%-32.6pp |
| Employer contribution / active EE | $23,177 | $5,619+312.5% | $3,892+495.5% | $4,869+376.0% |
| Participant deferral / active EE | $18,000 | $3,932+357.8% | $3,166+468.5% | $5,287+240.5% |
| Admin fee / account holder | $1,485 | $8,076-81.6% | $5,666-73.8% | $10,132-85.3% |