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 10-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 | $255,589 | $167,307+52.8% | $143,757+77.8% | $134,475+90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.70% | 0.46%+8.2pp | -0.04%+8.7pp | 417.96%-409.3pp |
| Employer contribution / active EE | $9,789 | $5,619+74.2% | $4,951+97.7% | $4,740+106.5% |
| Participant deferral / active EE | $8,123 | $6,446+26.0% | $5,637+44.1% | $6,400+26.9% |
| Admin fee / account holder | $1,512 | $18,088-91.6% | $14,673-89.7% | $11,426-86.8% |