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 7-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 | $346,750 | $180,028+92.6% | $138,135+151.0% | $158,922+118.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 35.05% | 21.68%+13.4pp | 20.51%+14.5pp | 302.83%-267.8pp |
| Employer contribution / active EE | $43,799 | $7,470+486.4% | $5,587+684.0% | $4,761+819.9% |
| Participant deferral / active EE | $9,225 | $7,717+19.5% | $6,431+43.4% | $5,982+54.2% |
| Admin fee / account holder | $138,799 | $17,912+674.9% | $11,856+1070.7% | $11,246+1134.2% |