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 | $252,170 | $227,553+10.8% | $189,557+33.0% | $167,490+50.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.79% | 78.40%-66.6pp | 64.17%-52.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $17,400 | $5,316+227.3% | $4,412+294.3% | $4,837+259.7% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.1% | $6,341+310.0% |
| Admin fee / account holder | $963 | $11,878-91.9% | $9,807-90.2% | $12,309-92.2% |