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 8-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 | $369,533 | $135,952+171.8% | $123,892+198.3% | $273,961+34.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.92% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $18,513 | $5,170+258.1% | $4,617+301.0% | $4,869+280.3% |
| Participant deferral / active EE | $16,150 | $6,343+154.6% | $5,984+169.9% | $5,287+205.5% |
| Admin fee / account holder | $5,371 | $9,817-45.3% | $8,357-35.7% | $10,132-47.0% |