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 | $314,971 | $135,952+131.7% | $123,892+154.2% | $273,961+15.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.78% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $18,156 | $5,170+251.2% | $4,617+293.3% | $4,869+272.9% |
| Participant deferral / active EE | $16,944 | $6,343+167.1% | $5,984+183.1% | $5,287+220.5% |
| Admin fee / account holder | $1,230 | $9,817-87.5% | $8,357-85.3% | $10,132-87.9% |