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 | $377,553 | $135,952+177.7% | $123,892+204.7% | $273,961+37.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.70% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $13,366 | $5,170+158.5% | $4,617+189.5% | $4,869+174.5% |
| Participant deferral / active EE | $15,726 | $6,343+147.9% | $5,984+162.8% | $5,287+197.4% |
| Admin fee / account holder | $28,137 | $9,817+186.6% | $8,357+236.7% | $10,132+177.7% |