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 6-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 | $256,751 | $175,202+46.5% | $149,673+71.5% | $139,434+84.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.67% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,820 | $5,474+24.6% | $4,818+41.6% | $4,751+43.6% |
| Participant deferral / active EE | $9,433 | $6,519+44.7% | $5,680+66.1% | $6,710+40.6% |
| Admin fee / account holder | $11,944 | $16,150-26.0% | $13,210-9.6% | $11,403+4.7% |