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 9-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 | $288,827 | $227,553+26.9% | $189,557+52.4% | $167,490+72.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.46% | 78.40%-69.9pp | 64.17%-55.7pp | 478.56%-470.1pp |
| Employer contribution / active EE | $31,750 | $5,316+497.2% | $4,412+619.6% | $4,837+556.3% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,341+258.8% |
| Admin fee / account holder | $8,144 | $11,878-31.4% | $9,807-17.0% | $12,309-33.8% |