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 | $266,706 | $167,484+59.2% | $151,611+75.9% | $134,475+98.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.20% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $20,048 | $6,829+193.6% | $6,166+225.1% | $4,740+323.0% |
| Participant deferral / active EE | $13,838 | $8,986+54.0% | $8,363+65.5% | $6,400+116.2% |
| Admin fee / account holder | $19,554 | $13,783+41.9% | $11,616+68.3% | $11,426+71.1% |