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 | $310,652 | $162,781+90.8% | $133,956+131.9% | $158,922+95.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.49% | 41.94%-26.5pp | 45.09%-29.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $7,082 | $4,975+42.3% | $3,919+80.7% | $4,761+48.8% |
| Participant deferral / active EE | $15,340 | $5,911+159.5% | $5,048+203.9% | $5,982+156.4% |
| Admin fee / account holder | $34,755 | $11,736+196.1% | $8,927+289.3% | $11,246+209.0% |