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 | $303,228 | $167,484+81.0% | $151,611+100.0% | $134,475+125.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.19% | 7.80%-17.0pp | 3.33%-12.5pp | 417.96%-427.2pp |
| Employer contribution / active EE | $11,655 | $6,829+70.7% | $6,166+89.0% | $4,740+145.9% |
| Participant deferral / active EE | $20,250 | $8,986+125.4% | $8,363+142.1% | $6,400+216.4% |
| Admin fee / account holder | $2,721 | $13,783-80.3% | $11,616-76.6% | $11,426-76.2% |