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 | $279,985 | $114,381+144.8% | $107,525+160.4% | $142,382+96.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.42% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $14,954 | $4,015+272.5% | $3,754+298.4% | $4,299+247.8% |
| Participant deferral / active EE | $23,682 | $5,564+325.6% | $5,116+362.9% | $6,507+263.9% |
| Admin fee / account holder | $5,215 | $9,860-47.1% | $8,919-41.5% | $12,624-58.7% |