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 7-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 | $506,687 | $153,772+229.5% | $133,980+278.2% | $273,961+84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.90% | 36.51%-23.6pp | 29.30%-16.4pp | 41.45%-28.6pp |
| Employer contribution / active EE | $17,382 | $6,029+188.3% | $5,211+233.5% | $4,869+257.0% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.5% |
| Admin fee / account holder | $2,339 | $11,765-80.1% | $9,324-74.9% | $10,132-76.9% |