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 | $256,281 | $167,484+53.0% | $151,611+69.0% | $134,475+90.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.52% | 7.80%-18.3pp | 3.33%-13.8pp | 417.96%-428.5pp |
| Employer contribution / active EE | $10,774 | $6,829+57.8% | $6,166+74.7% | $4,740+127.3% |
| Participant deferral / active EE | $9,557 | $8,986+6.4% | $8,363+14.3% | $6,400+49.3% |
| Admin fee / account holder | $2,182 | $13,783-84.2% | $11,616-81.2% | $11,426-80.9% |