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 | $284,316 | $127,065+123.8% | $113,168+151.2% | $142,382+99.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.60% | 24.03%-4.4pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $27,854 | $3,442+709.2% | $2,975+836.2% | $4,299+547.9% |
| Participant deferral / active EE | $19,853 | $5,716+247.3% | $5,107+288.8% | $6,507+205.1% |
| Admin fee / account holder | $1,734 | $15,736-89.0% | $12,068-85.6% | $12,624-86.3% |