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 | $277,580 | $135,952+104.2% | $123,892+124.0% | $273,961+1.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.28% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $11,547 | $5,170+123.4% | $4,617+150.1% | $4,869+137.2% |
| Participant deferral / active EE | $16,751 | $6,343+164.1% | $5,984+179.9% | $5,287+216.8% |
| Admin fee / account holder | $66,860 | $9,817+581.1% | $8,357+700.1% | $10,132+559.9% |