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 | $322,406 | $135,952+137.1% | $123,892+160.2% | $273,961+17.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.19% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $18,148 | $5,170+251.0% | $4,617+293.1% | $4,869+272.7% |
| Participant deferral / active EE | $10,830 | $6,343+70.7% | $5,984+81.0% | $5,287+104.8% |
| Admin fee / account holder | $25,550 | $9,817+160.3% | $8,357+205.7% | $10,132+152.2% |