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 | $343,185 | $817,678-58.0% | $392,568-12.6% | $152,861+124.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 20.20% | 22.84%-2.6pp | 24.42%-4.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $16,800 | $5,502+205.3% | $3,783+344.1% | $4,762+252.8% |
| Participant deferral / active EE | $12,500 | $8,398+48.8% | $5,985+108.9% | $5,850+113.7% |
| Admin fee / account holder | $164,724 | $12,095+1261.9% | $6,260+2531.4% | $11,596+1320.5% |