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 9-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 | $277,955 | $181,894+52.8% | $156,549+77.6% | $273,961+1.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.31% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $13,421 | $6,248+114.8% | $5,501+144.0% | $4,869+175.7% |
| Participant deferral / active EE | $8,475 | $5,550+52.7% | $4,871+74.0% | $5,287+60.3% |
| Admin fee / account holder | $14,057 | $15,559-9.7% | $13,027+7.9% | $10,132+38.7% |