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 9-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 | $284,302 | $176,812+60.8% | $146,665+93.8% | $167,490+69.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.00% | 24.03%-9.0pp | 22.74%-7.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $39,000 | $5,160+655.8% | $4,136+842.9% | $4,837+706.2% |
| Participant deferral / active EE | $18,000 | $6,440+179.5% | $5,506+226.9% | $6,341+183.9% |
| Admin fee / account holder | $1,826 | $13,259-86.2% | $10,280-82.2% | $12,309-85.2% |