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 | $254,649 | $117,983+115.8% | $101,794+150.2% | $142,382+78.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.81% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,070 | $2,773+263.2% | $2,289+339.9% | $4,299+134.2% |
| Participant deferral / active EE | $14,942 | $4,714+217.0% | $4,084+265.9% | $6,507+129.6% |
| Admin fee / account holder | $2,548 | $10,433-75.6% | $8,777-71.0% | $12,624-79.8% |