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 | $737,675 | $179,726+310.4% | $156,263+372.1% | $142,382+418.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.63% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $25,000 | $5,069+393.2% | $4,333+477.0% | $4,299+481.5% |
| Participant deferral / active EE | $23,000 | $6,956+230.7% | $6,158+273.5% | $6,507+253.5% |
| Admin fee / account holder | $15,282 | $17,272-11.5% | $14,255+7.2% | $12,624+21.1% |