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 | $271,453 | $180,028+50.8% | $138,135+96.5% | $158,922+70.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 10.03% | 21.68%-11.7pp | 20.51%-10.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $37,500 | $7,470+402.0% | $5,587+571.2% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $7,717+236.9% | $6,431+304.3% | $5,982+334.6% |
| Admin fee / account holder | $1,750 | $17,912-90.2% | $11,856-85.2% | $11,246-84.4% |