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 4-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 | $279,219 | $127,386+119.2% | $115,037+142.7% | $125,391+122.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.43% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,456 | $5,166-52.5% | $4,608-46.7% | $4,866-49.5% |
| Participant deferral / active EE | $4,509 | $6,423-29.8% | $6,026-25.2% | $5,352-15.7% |
| Admin fee / account holder | $9,928 | $9,516+4.3% | $8,175+21.4% | $9,540+4.1% |