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 | $320,678 | $135,952+135.9% | $123,892+158.8% | $273,961+17.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.64% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $9,750 | $5,170+88.6% | $4,617+111.2% | $4,869+100.3% |
| Participant deferral / active EE | $13,800 | $6,343+117.6% | $5,984+130.6% | $5,287+161.0% |
| Admin fee / account holder | $30,935 | $9,817+215.1% | $8,357+270.2% | $10,132+205.3% |