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 | $289,597 | $127,065+127.9% | $113,168+155.9% | $142,382+103.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.10% | 24.03%-12.9pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,423 | $3,442+28.5% | $2,975+48.6% | $4,299+2.9% |
| Participant deferral / active EE | $14,257 | $5,716+149.4% | $5,107+179.2% | $6,507+119.1% |
| Admin fee / account holder | $104,901 | $15,736+566.6% | $12,068+769.3% | $12,624+731.0% |