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 8-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 | $390,748 | $100,754+287.8% | $86,677+350.8% | $134,475+190.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.11% | 29.04%-31.1pp | 35.91%-38.0pp | 417.96%-420.1pp |
| Employer contribution / active EE | $1,880 | $3,489-46.1% | $2,836-33.7% | $4,740-60.3% |
| Participant deferral / active EE | $6,760 | $5,338+26.6% | $4,656+45.2% | $6,400+5.6% |
| Admin fee / account holder | $17,133 | $10,926+56.8% | $7,493+128.6% | $11,426+49.9% |