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 | $316,551 | $135,635+133.4% | $110,238+187.2% | $135,375+133.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.00% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $14,613 | $4,906+197.8% | $3,826+281.9% | $4,779+205.8% |
| Participant deferral / active EE | $16,500 | $5,506+199.6% | $4,672+253.2% | $5,609+194.2% |
| Admin fee / account holder | $3,423 | $11,457-70.1% | $8,547-59.9% | $10,827-68.4% |