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 8-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 | $270,119 | $70,669+282.2% | $169,368+59.5% | $75,163+259.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 20.05% | 36.36%-16.3pp | 405.60%-385.5pp | 160.62%-140.6pp |
| Employer contribution / active EE | $16,566 | $2,211+649.4% | $4,013+312.8% | $2,670+520.5% |
| Participant deferral / active EE | $13,113 | $4,311+204.2% | $6,221+110.8% | $4,125+217.9% |
| Admin fee / account holder | $7,101 | $5,402+31.4% | $9,003-21.1% | $5,651+25.7% |