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 9-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 | $535,679 | $131,829+306.3% | $108,579+393.4% | $273,961+95.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.93% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,593 | $4,912-67.6% | $3,758-57.6% | $4,869-67.3% |
| Participant deferral / active EE | $3,233 | $5,127-36.9% | $4,311-25.0% | $5,287-38.8% |
| Admin fee / account holder | $12,019 | $10,252+17.2% | $7,645+57.2% | $10,132+18.6% |