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 | $363,314 | $135,952+167.2% | $123,892+193.2% | $273,961+32.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.71% | 56.63%-44.9pp | 47.52%-35.8pp | 41.45%-29.7pp |
| Employer contribution / active EE | $16,598 | $5,170+221.1% | $4,617+259.5% | $4,869+240.9% |
| Participant deferral / active EE | $10,884 | $6,343+71.6% | $5,984+81.9% | $5,287+105.9% |
| Admin fee / account holder | $2,663 | $9,817-72.9% | $8,357-68.1% | $10,132-73.7% |