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 | $460,014 | $135,952+238.4% | $123,892+271.3% | $273,961+67.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.52% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $18,750 | $5,170+262.7% | $4,617+306.1% | $4,869+285.1% |
| Participant deferral / active EE | $13,875 | $6,343+118.8% | $5,984+131.9% | $5,287+162.4% |
| Admin fee / account holder | $2,686 | $9,817-72.6% | $8,357-67.9% | $10,132-73.5% |