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 | $306,187 | $127,065+141.0% | $113,168+170.6% | $142,382+115.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.87% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $23,264 | $3,442+575.9% | $2,975+681.9% | $4,299+441.1% |
| Participant deferral / active EE | $17,080 | $5,716+198.8% | $5,107+234.5% | $6,507+162.5% |
| Admin fee / account holder | $4,835 | $15,736-69.3% | $12,068-59.9% | $12,624-61.7% |