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 | $364,442 | $167,484+117.6% | $151,611+140.4% | $134,475+171.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.90% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $13,023 | $6,829+90.7% | $6,166+111.2% | $4,740+174.8% |
| Participant deferral / active EE | $12,822 | $8,986+42.7% | $8,363+53.3% | $6,400+100.3% |
| Admin fee / account holder | $15,767 | $13,783+14.4% | $11,616+35.7% | $11,426+38.0% |