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 | $410,622 | $135,952+202.0% | $123,892+231.4% | $273,961+49.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $8,784 | $5,170+69.9% | $4,617+90.3% | $4,869+80.4% |
| Participant deferral / active EE | $14,897 | $6,343+134.9% | $5,984+148.9% | $5,287+181.8% |
| Admin fee / account holder | $4,700 | $9,817-52.1% | $8,357-43.8% | $10,132-53.6% |