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 | $356,631 | $135,952+162.3% | $123,892+187.9% | $273,961+30.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.11% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $7,020 | $5,170+35.8% | $4,617+52.1% | $4,869+44.2% |
| Participant deferral / active EE | $11,896 | $6,343+87.6% | $5,984+98.8% | $5,287+125.0% |
| Admin fee / account holder | $28,071 | $9,817+185.9% | $8,357+235.9% | $10,132+177.1% |